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
$125M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.98M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$411K
5
SLB icon
SLB Limited
SLB
+$336K

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1.37M
4
NUS icon
Nu Skin
NUS
+$540K
5
TPR icon
Tapestry
TPR
+$533K

Sector Composition

1 Technology 18.02%
2 Consumer Discretionary 11.67%
3 Industrials 10%
4 Energy 8.67%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.49%
40,606
-2,060
27
$1.86M 1.49%
37,155
-3,004
28
$1.79M 1.44%
14,660
-160
29
$1.77M 1.42%
77,820
-3,800
30
$1.69M 1.35%
7,448
-5
31
$1.48M 1.19%
13,380
-623
32
$1.47M 1.18%
26,546
33
$1.45M 1.16%
36,867
34
$1.44M 1.15%
10,268
-410
35
$1.42M 1.14%
10,633
-64
36
$1.34M 1.07%
13,270
-1,370
37
$1.31M 1.05%
12,001
-945
38
$1.28M 1.03%
15,505
+1,539
39
$1.26M 1.01%
19,306
-1,085
40
$1.23M 0.98%
12,290
41
$1.18M 0.95%
8,904
42
$1.09M 0.88%
61,510
-3,600
43
$1.02M 0.82%
46,457
-62,190
44
$937K 0.75%
13,975
+5,010
45
$832K 0.67%
7,455
-181
46
$778K 0.62%
22,052
47
$773K 0.62%
15,822
-33,094
48
$735K 0.59%
3,892
49
$724K 0.58%
8,890
+1,190
50
$717K 0.57%
6,754
+3,875
1
2
3 4