LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.35M
3
+$1.06M
4
PEB icon
Pebblebrook Hotel Trust
PEB
+$745K
5
SLB icon
SLB Ltd
SLB
+$627K

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.01M
4
AFL icon
Aflac
AFL
+$889K
5
MSFT icon
Microsoft
MSFT
+$560K

Sector Composition

1 Technology 15.12%
2 Industrials 13.81%
3 Energy 9.6%
4 Healthcare 9.29%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.46%
16,331
+2,740
27
$1.82M 1.45%
24,022
-800
28
$1.57M 1.26%
14,861
-2,085
29
$1.54M 1.23%
208,941
-19,547
30
$1.51M 1.21%
19,158
+7,935
31
$1.49M 1.19%
20,448
+2,825
32
$1.36M 1.09%
12,075
-1,440
33
$1.32M 1.06%
49,867
-4,000
34
$1.25M 1%
4,888
-400
35
$1.23M 0.98%
26,044
36
$1.19M 0.95%
74,142
37
$1.17M 0.94%
12,526
-1,668
38
$1.06M 0.85%
+24,794
39
$1.06M 0.84%
20,703
40
$922K 0.74%
4,401
-2,114
41
$829K 0.66%
5,991
-2,590
42
$822K 0.66%
9,795
-350
43
$786K 0.63%
22,052
44
$758K 0.6%
9,350
-1,400
45
$712K 0.57%
24,778
46
$683K 0.54%
7,700
-115
47
$651K 0.52%
14,100
+5,900
48
$589K 0.47%
3,892
49
$555K 0.44%
12,728
-4,424
50
$528K 0.42%
15,120
1
2
3 4