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
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$443K
3
+$352K
4
PFE icon
Pfizer
PFE
+$178K
5
EXR icon
Extra Space Storage
EXR
+$124K

Top Sells

1
+$887K
2
+$873K
3
+$416K
4
SLB icon
SLB Limited
SLB
+$350K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$250K

Sector Composition

1 Technology 16.95%
2 Industrials 11.67%
3 Healthcare 10.18%
4 Consumer Discretionary 9.6%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.47%
35,843
-1,350
27
$1.86M 1.41%
15,035
-557
28
$1.75M 1.33%
20,946
-4,979
29
$1.73M 1.31%
43,131
+250
30
$1.65M 1.25%
25,752
+140
31
$1.62M 1.23%
11,054
-1,653
32
$1.61M 1.22%
13,446
-10
33
$1.61M 1.22%
26,546
34
$1.59M 1.21%
7,628
+178
35
$1.59M 1.2%
9,014
36
$1.52M 1.15%
13,585
+290
37
$1.45M 1.1%
36,867
38
$1.34M 1.02%
14,603
-1,080
39
$1.31M 0.99%
69,360
-1,436
40
$1.19M 0.9%
14,166
+1,311
41
$1.07M 0.81%
12,195
+1,415
42
$997K 0.75%
8,756
-1,025
43
$929K 0.7%
6,360
-210
44
$865K 0.65%
22,052
45
$860K 0.65%
5,781
-60
46
$743K 0.56%
9,390
+415
47
$686K 0.52%
15,120
48
$673K 0.51%
3,892
49
$639K 0.48%
7,700
50
$638K 0.48%
6,755
-780
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