LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.83M
3
+$1.12M
4
DOC icon
Healthpeak Properties
DOC
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$784K

Top Sells

1
+$781K
2
+$725K
3
+$625K
4
PEB icon
Pebblebrook Hotel Trust
PEB
+$503K
5
ITW icon
Illinois Tool Works
ITW
+$495K

Sector Composition

1 Energy 17.35%
2 Technology 12.82%
3 Healthcare 11.93%
4 Communication Services 9.24%
5 Materials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.32%
+55,400
27
$1.76M 1.27%
9,392
28
$1.75M 1.26%
50,308
-1,150
29
$1.57M 1.13%
53,867
30
$1.47M 1.06%
41,658
+30,788
31
$1.43M 1.04%
50,650
+400
32
$1.43M 1.03%
33,138
33
$1.42M 1.03%
78,972
34
$1.39M 1.01%
41,260
-14,900
35
$1.38M 1%
15,690
-5,217
36
$1.23M 0.89%
24,740
37
$1.21M 0.87%
44,565
+14,865
38
$1.15M 0.83%
25,278
-1,800
39
$1.13M 0.81%
6,688
40
$1.12M 0.81%
+21,150
41
$1.06M 0.77%
13,304
+9,804
42
$1.05M 0.76%
52,772
43
$992K 0.72%
23,275
-11,603
44
$969K 0.7%
10,619
45
$969K 0.7%
5,181
-991
46
$890K 0.64%
13,561
47
$883K 0.64%
12,091
-1,467
48
$817K 0.59%
44,472
49
$786K 0.57%
42,170
50
$774K 0.56%
20,099
-4,905
1
2
3 4