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
$124M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$956K
3
+$596K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$594K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$370K

Top Sells

1
+$1.08M
2
+$619K
3
+$566K
4
TEF icon
Telefonica
TEF
+$556K
5
FAST icon
Fastenal
FAST
+$418K

Sector Composition

1 Technology 16.4%
2 Industrials 13.67%
3 Healthcare 11.31%
4 Materials 9.73%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.41%
25,822
-15,820
27
$1.66M 1.34%
23,521
-8,000
28
$1.59M 1.28%
14,610
-200
29
$1.46M 1.18%
7,170
+1,817
30
$1.43M 1.15%
53,867
31
$1.4M 1.13%
25,795
32
$1.32M 1.06%
5,330
33
$1.32M 1.06%
10,378
-1,169
34
$1.12M 0.9%
+12,675
35
$1.09M 0.87%
13,942
-312
36
$1.01M 0.82%
73,342
37
$956K 0.77%
+16,949
38
$869K 0.7%
11,810
+8,075
39
$860K 0.69%
10,810
+2,500
40
$800K 0.64%
12,999
+833
41
$732K 0.59%
10,495
+1,850
42
$727K 0.58%
25,938
43
$657K 0.53%
22,052
44
$650K 0.52%
25,278
45
$614K 0.49%
7,700
46
$611K 0.49%
13,219
47
$577K 0.46%
14,064
48
$506K 0.41%
7,600
-200
49
$493K 0.4%
5,484
+310
50
$488K 0.39%
10,874
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