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
$146M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.72M
3
+$1.64M
4
DLR icon
Digital Realty Trust
DLR
+$953K
5
DOC icon
Healthpeak Properties
DOC
+$499K

Top Sells

1
+$1.73M
2
+$460K
3
+$394K
4
SYY icon
Sysco
SYY
+$393K
5
USB icon
US Bancorp
USB
+$325K

Sector Composition

1 Energy 18.53%
2 Technology 12.92%
3 Materials 11.49%
4 Healthcare 10.85%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.36%
39,520
-1,200
27
$1.94M 1.33%
21,731
-295
28
$1.71M 1.18%
45,778
-10,500
29
$1.7M 1.17%
7,392
-2,000
30
$1.62M 1.11%
149,595
-159,582
31
$1.6M 1.1%
49,350
-1,300
32
$1.53M 1.05%
53,867
33
$1.49M 1.02%
33,138
34
$1.47M 1.01%
78,972
35
$1.43M 0.99%
15,690
36
$1.42M 0.98%
45,490
+925
37
$1.31M 0.9%
35,555
-5,705
38
$1.29M 0.89%
24,560
-180
39
$1.19M 0.82%
25,278
40
$1.15M 0.79%
6,688
41
$1.09M 0.75%
52,772
42
$1.07M 0.73%
13,260
-44
43
$1.04M 0.72%
10,619
44
$1M 0.69%
5,111
-70
45
$996K 0.68%
12,091
46
$852K 0.59%
34,095
-3,223
47
$826K 0.57%
44,472
48
$751K 0.52%
18,075
-5,200
49
$711K 0.49%
5,446
50
$671K 0.46%
9,296
-4,265
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2
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