LIM
Loudon Investment Management Portfolio holdings
AUM $175M
AUM
$175M
AUM Growth
-$762K (-0.4%)
Cap. Flow
+$3.02M
Cap. Flow % of AUM
1.72%
Top 10 Holdings %Top 10 Hldgs %
36.92%
Holding
101
New
5
Increased
36
Reduced
34
Closed
5
Top Buys
| 1 | $2M | |
| 2 | $1.76M | |
| 3 | $1.06M | |
| 4 | $784K | |
| 5 | $701K |
Top Sells
| 1 | $3.16M | |
| 2 | $1.3M | |
| 3 | $1.27M | |
| 4 | $259K | |
| 5 | $239K |
Sector Composition
| 1 | Technology | 22.52% |
| 2 | Industrials | 15.95% |
| 3 | Financials | 13.53% |
| 4 | Healthcare | 8.53% |
| 5 | Real Estate | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.36M | 1.35% | 7,526 +180 | +2% | +$56.4K | |||
| $2.3M | 1.31% | 50,652 +1,725 | +4% | +$78.2K | |||
| $2.21M | 1.26% | 20,180 | – | – | |||
| $2.21M | 1.26% | 52,784 +11,720 | +29% | +$490K | |||
| $2.03M | 1.16% | 6,896 +1,437 | +26% | +$424K | |||
| $1.94M | 1.11% | 4,131 | – | – | |||
| $1.78M | 1.02% | 20,382 | – | – | |||
| $1.76M | 1% | 53,105 | New | +$1.76M | |||
| $1.53M | 0.88% | 13,791 -1,120 | -8% | -$125K | |||
| $1.52M | 0.87% | 26,160 +4,180 | +19% | +$242K | |||
| $1.48M | 0.84% | 4,836 +295 | +7% | +$90.1K | |||
| $1.44M | 0.82% | 28,187 +10,285 | +57% | +$525K | |||
| $1.43M | 0.82% | 9,565 +256 | +3% | +$38.4K | |||
| $1.39M | 0.79% | 31,439 | – | – | |||
| $1.06M | 0.61% | 4,279 | New | +$1.06M | |||
| $1.06M | 0.61% | 6,895 +4,545 | +193% | +$701K | |||
| $1.06M | 0.6% | 10,132 -12,412 | -55% | -$1.3M | |||
| $1M | 0.57% | 6,051 | – | – | |||
| $988K | 0.56% | 8,985 -2,171 | -19% | -$239K | |||
| $980K | 0.56% | 3,564 -58 | -2% | -$15.9K | |||
| $964K | 0.55% | 2,157 -117 | -5% | -$52.3K | |||
| $961K | 0.55% | 12,176 -135 | -1% | -$10.7K | |||
| $939K | 0.54% | 21,201 +240 | +1% | +$10.6K | |||
| $935K | 0.53% | 10,419 -2,889 | -22% | -$259K | |||
| $922K | 0.53% | 24,989 -85,564 | -77% | -$3.16M |
