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
$132M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$1.54M
3 +$1.46M
4
CAH icon
Cardinal Health
CAH
+$1.25M
5
VLO icon
Valero Energy
VLO
+$466K

Sector Composition

1 Technology 13.86%
2 Healthcare 12.63%
3 Energy 11.7%
4 Materials 9.38%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.75M 1.33%
20,775
+2,996
27
$1.75M 1.32%
+15,810
28
$1.65M 1.25%
50,193
+300
29
$1.64M 1.24%
43,523
+145
30
$1.58M 1.2%
14,307
-428
31
$1.49M 1.13%
31,888
-2,500
32
$1.47M 1.12%
55,520
-64,748
33
$1.44M 1.09%
76,038
+30,463
34
$1.38M 1.04%
25,308
+748
35
$1.35M 1.03%
53,867
36
$1.22M 0.93%
73,472
-1,900
37
$1.21M 0.92%
7,392
38
$1.08M 0.82%
52,772
39
$1.05M 0.8%
5,326
-1,362
40
$1.04M 0.79%
25,278
41
$908K 0.69%
11,324
42
$760K 0.58%
15,318
-1,732
43
$699K 0.53%
11,716
44
$649K 0.49%
7,700
45
$643K 0.49%
13,219
+169
46
$637K 0.48%
13,749
-600
47
$637K 0.48%
7,907
+500
48
$581K 0.44%
22,052
49
$574K 0.44%
+5,994
50
$564K 0.43%
5,372
+76