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
$132M
AUM Growth
+$265K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$889K
3
+$682K
4
ADM icon
Archer Daniels Midland
ADM
+$662K
5
VFC icon
VF Corp
VFC
+$477K

Top Sells

1
+$800K
2
+$650K
3
+$605K
4
DE icon
Deere & Co
DE
+$481K
5
CMI icon
Cummins
CMI
+$432K

Sector Composition

1 Technology 14.35%
2 Industrials 12.03%
3 Healthcare 10.98%
4 Consumer Discretionary 9.67%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.49%
18,239
-213
27
$1.96M 1.48%
8,086
+4,096
28
$1.86M 1.42%
55,540
+135
29
$1.69M 1.28%
52,903
+2,716
30
$1.68M 1.28%
40,706
+16,010
31
$1.68M 1.27%
14,531
-425
32
$1.59M 1.21%
9,814
-2,665
33
$1.57M 1.19%
28,296
34
$1.47M 1.12%
38,090
-16,800
35
$1.44M 1.09%
13,070
+6,185
36
$1.41M 1.07%
15,297
+895
37
$1.35M 1.02%
36,867
38
$1.3M 0.99%
6,245
+110
39
$1.27M 0.96%
11,212
-338
40
$1.25M 0.95%
72,652
-600
41
$1.2M 0.91%
17,708
42
$1.19M 0.9%
18,043
+40
43
$1.16M 0.88%
14,325
+1,959
44
$1.07M 0.82%
12,085
-3,776
45
$916K 0.7%
11,475
-375
46
$879K 0.67%
7,337
-22
47
$828K 0.63%
25,062
-60
48
$803K 0.61%
14,543
+3,350
49
$794K 0.6%
10,185
+4,150
50
$778K 0.59%
5,841
-150
1
2
3 4