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
$129M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.5M
3
+$534K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$432K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$292K

Top Sells

1
+$2.97M
2
+$975K
3
+$864K
4
DLR icon
Digital Realty Trust
DLR
+$579K
5
NUS icon
Nu Skin
NUS
+$402K

Sector Composition

1 Technology 16.01%
2 Industrials 13.54%
3 Energy 9.01%
4 Healthcare 8.98%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.63%
16,316
-15
27
$2.05M 1.59%
23,055
-967
28
$1.61M 1.25%
14,831
-30
29
$1.51M 1.17%
15,560
-5,960
30
$1.5M 1.16%
19,033
-125
31
$1.43M 1.11%
20,264
-184
32
$1.42M 1.11%
49,867
33
$1.39M 1.08%
11,993
-82
34
$1.26M 0.98%
14,911
+5,116
35
$1.21M 0.94%
73,542
-600
36
$1.16M 0.9%
26,096
+52
37
$1.1M 0.86%
20,770
+67
38
$1.09M 0.85%
4,888
39
$1.09M 0.84%
12,457
-69
40
$1.08M 0.84%
25,726
+932
41
$958K 0.74%
11,850
+2,500
42
$928K 0.72%
11,982
+6,893
43
$899K 0.7%
4,156
-245
44
$772K 0.6%
98,625
-110,316
45
$750K 0.58%
5,991
46
$723K 0.56%
3,892
47
$704K 0.55%
24,778
48
$672K 0.52%
22,052
49
$668K 0.52%
7,700
50
$522K 0.41%
12,009
-719
1
2
3 4