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
$134M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$779K
3
+$229K
4
T icon
AT&T
T
+$59.8K
5
TPR icon
Tapestry
TPR
+$21.2K

Top Sells

1
+$2.76M
2
+$1.54M
3
+$1.49M
4
DO
Diamond Offshore Drilling
DO
+$576K
5
INTC icon
Intel
INTC
+$448K

Sector Composition

1 Technology 15.5%
2 Healthcare 12.78%
3 Energy 12.59%
4 Communication Services 8.67%
5 Real Estate 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.35%
49,893
27
$1.72M 1.29%
43,378
-2,050
28
$1.57M 1.17%
34,388
-967
29
$1.54M 1.15%
14,735
-680
30
$1.5M 1.12%
53,867
31
$1.4M 1.05%
22,280
-43,770
32
$1.36M 1.02%
75,372
-3,600
33
$1.35M 1.01%
24,560
34
$1.24M 0.92%
6,688
35
$1.17M 0.87%
52,772
36
$1.1M 0.82%
7,392
37
$1.06M 0.8%
45,575
-66,015
38
$1.06M 0.79%
25,278
39
$1.03M 0.77%
33,138
40
$902K 0.67%
11,324
-1,650
41
$787K 0.59%
17,050
-200
42
$784K 0.59%
11,716
43
$779K 0.58%
+5,077
44
$646K 0.48%
14,349
-200
45
$624K 0.47%
7,700
46
$610K 0.46%
13,050
47
$594K 0.44%
5,296
48
$592K 0.44%
7,407
49
$589K 0.44%
22,052
50
$582K 0.44%
26,872
-6,000
1
2
3 4