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
$131M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.08M
3
+$1.31M
4
QCOM icon
Qualcomm
QCOM
+$642K
5
BUD icon
AB InBev
BUD
+$542K

Top Sells

1
+$1.31M
2
+$1.15M
3
+$947K
4
FAST icon
Fastenal
FAST
+$713K
5
DE icon
Deere & Co
DE
+$626K

Sector Composition

1 Technology 14.99%
2 Industrials 12.96%
3 Healthcare 10.61%
4 Energy 8.73%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.64%
19,790
-5,750
27
$2.08M 1.58%
+12,678
28
$1.89M 1.44%
12,479
-3,810
29
$1.71M 1.3%
18,452
-4,489
30
$1.67M 1.27%
14,956
+125
31
$1.63M 1.24%
50,187
+40,285
32
$1.57M 1.2%
28,296
+2,200
33
$1.41M 1.07%
18,003
-1,050
34
$1.4M 1.06%
15,861
-13,025
35
$1.34M 1.02%
6,135
+1,247
36
$1.25M 0.95%
36,867
-13,000
37
$1.23M 0.94%
11,550
-3,860
38
$1.21M 0.92%
14,402
+4,460
39
$1.19M 0.91%
73,252
-200
40
$1.17M 0.89%
17,708
-2,895
41
$1.14M 0.87%
24,696
-900
42
$1.01M 0.77%
12,366
-151
43
$945K 0.72%
11,850
44
$941K 0.72%
3,990
45
$851K 0.65%
7,359
-485
46
$829K 0.63%
25,122
-2,375
47
$808K 0.61%
5,991
48
$756K 0.58%
6,885
+4,935
49
$725K 0.55%
3,892
50
$709K 0.54%
22,052
1
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