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
+$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.78M
3
+$1.78M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$499K

Top Sells

1
+$3.87M
2
+$1.47M
3
+$1.08M
4
CAH icon
Cardinal Health
CAH
+$1.01M
5
SYY icon
Sysco
SYY
+$825K

Sector Composition

1 Technology 15.71%
2 Industrials 11.61%
3 Energy 11.5%
4 Healthcare 11%
5 Materials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.5%
31,680
-520
27
$1.83M 1.39%
15,810
28
$1.81M 1.37%
19,352
-800
29
$1.58M 1.2%
53,867
30
$1.5M 1.13%
80,300
+4,262
31
$1.47M 1.11%
49,193
-1,000
32
$1.45M 1.1%
25,808
+500
33
$1.41M 1.07%
6,851
-18,817
34
$1.26M 0.96%
73,342
-130
35
$1.26M 0.95%
12,097
-2,210
36
$1.11M 0.84%
25,938
-5,950
37
$982K 0.74%
5,326
38
$961K 0.73%
25,278
39
$861K 0.65%
91,100
+52,775
40
$747K 0.57%
20,687
-22,836
41
$669K 0.51%
8,342
+435
42
$657K 0.5%
11,516
-200
43
$616K 0.47%
13,219
44
$575K 0.44%
7,700
45
$540K 0.41%
22,052
46
$540K 0.41%
3,892
-3,500
47
$535K 0.41%
5,994
48
$534K 0.4%
10,874
-2,875
49
$528K 0.4%
5,474
+102
50
$523K 0.4%
13,761
+128
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