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
$128M
AUM Growth
-$543K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.2M
3
+$253K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K
5
HOG icon
Harley-Davidson
HOG
+$222K

Top Sells

1
+$1.86M
2
+$549K
3
+$431K
4
DOC icon
Healthpeak Properties
DOC
+$273K
5
TUP
Tupperware Brands Corporation
TUP
+$257K

Sector Composition

1 Technology 15.96%
2 Industrials 14.75%
3 Energy 8.75%
4 Healthcare 8.05%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.74%
16,289
-27
27
$2.13M 1.66%
22,941
-114
28
$2.02M 1.58%
57,680
-15,638
29
$1.81M 1.41%
49,867
30
$1.6M 1.25%
19,053
+20
31
$1.55M 1.21%
14,831
32
$1.51M 1.18%
15,410
-150
33
$1.44M 1.12%
26,096
34
$1.41M 1.1%
20,603
-167
35
$1.17M 0.91%
73,452
-90
36
$1.17M 0.91%
25,596
-130
37
$1.09M 0.85%
4,888
38
$941K 0.73%
11,850
39
$892K 0.7%
3,990
-166
40
$860K 0.67%
27,497
-59,483
41
$819K 0.64%
9,942
-2,040
42
$815K 0.64%
7,844
-4,149
43
$719K 0.56%
5,991
44
$701K 0.55%
3,892
45
$662K 0.52%
22,052
46
$635K 0.5%
7,700
47
$595K 0.46%
24,778
48
$574K 0.45%
11,454
-555
49
$545K 0.43%
9,840
50
$529K 0.41%
71,146
-27,479
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