LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$6.72M
2 +$6.4M
3 +$6.38M
4
INTC icon
Intel
INTC
+$6.14M
5
SPLS
Staples Inc
SPLS
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.91%
2 Technology 13.89%
3 Healthcare 11.52%
4 Communication Services 9.37%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.73M 1.27%
+56,160
27
$1.71M 1.25%
+51,458
28
$1.6M 1.18%
+53,867
29
$1.59M 1.17%
+34,878
30
$1.55M 1.14%
+33,138
31
$1.55M 1.14%
+50,250
32
$1.43M 1.05%
+25,070
33
$1.36M 1%
+78,972
34
$1.33M 0.98%
+18,815
35
$1.23M 0.9%
+52,772
36
$1.14M 0.84%
+6,172
37
$1.12M 0.82%
+24,740
38
$1.02M 0.75%
+27,078
39
$1.01M 0.74%
+6,688
40
$968K 0.71%
+10,619
41
$966K 0.71%
+13,558
42
$958K 0.7%
+25,004
43
$915K 0.67%
+29,700
44
$863K 0.63%
+139,235
45
$831K 0.61%
+13,561
46
$827K 0.61%
+44,472
47
$796K 0.58%
+9,473
48
$791K 0.58%
+6,329
49
$783K 0.57%
+42,170
50
$732K 0.54%
+7,987