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
$128M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$521K
3
+$493K
4
DD icon
DuPont de Nemours
DD
+$270K
5
PSA icon
Public Storage
PSA
+$258K

Top Sells

1
+$2.05M
2
+$849K
3
+$598K
4
DD
Du Pont De Nemours E I
DD
+$561K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$415K

Sector Composition

1 Technology 15.58%
2 Industrials 11.78%
3 Healthcare 10.04%
4 Consumer Discretionary 9.07%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.45%
14,744
-1,152
27
$1.82M 1.43%
42,881
+2,175
28
$1.76M 1.38%
12,707
-1,293
29
$1.7M 1.33%
37,193
-897
30
$1.63M 1.28%
15,592
+295
31
$1.59M 1.25%
7,450
+1,205
32
$1.59M 1.24%
13,295
+225
33
$1.51M 1.19%
9,014
-800
34
$1.5M 1.17%
13,456
-1,075
35
$1.46M 1.15%
26,546
-1,750
36
$1.39M 1.09%
36,867
37
$1.36M 1.06%
48,880
-6,660
38
$1.33M 1.04%
25,612
+11,069
39
$1.27M 1%
70,796
-1,856
40
$1.21M 0.94%
15,683
-2,025
41
$1.16M 0.91%
9,781
-1,431
42
$1.05M 0.82%
12,855
-1,470
43
$1.02M 0.8%
14,654
-3,389
44
$868K 0.68%
6,570
-767
45
$862K 0.67%
10,780
+595
46
$770K 0.6%
5,841
47
$734K 0.57%
23,012
-2,050
48
$732K 0.57%
22,052
49
$716K 0.56%
8,975
-2,500
50
$688K 0.54%
7,535
-4,550
1
2
3 4