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
$124M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.18M
3
+$1.08M
4
BEN icon
Franklin Resources
BEN
+$423K
5
SBUX icon
Starbucks
SBUX
+$362K

Top Sells

1
+$1.49M
2
+$1.12M
3
+$808K
4
MSFT icon
Microsoft
MSFT
+$680K
5
CSCO icon
Cisco
CSCO
+$568K

Sector Composition

1 Technology 18.4%
2 Industrials 11.36%
3 Consumer Discretionary 10.4%
4 Healthcare 9%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.28%
+11,310
27
$1.59M 1.28%
36,867
28
$1.56M 1.25%
33,464
-3,691
29
$1.54M 1.24%
10,268
30
$1.54M 1.24%
10,633
31
$1.5M 1.21%
7,448
32
$1.47M 1.18%
12,930
-450
33
$1.4M 1.12%
13,840
-820
34
$1.4M 1.12%
26,546
35
$1.34M 1.08%
12,001
36
$1.32M 1.06%
39,524
-13,100
37
$1.3M 1.05%
8,904
38
$1.22M 0.98%
14,340
-1,165
39
$1.17M 0.94%
13,405
+135
40
$1.11M 0.89%
60,130
-1,380
41
$1.1M 0.88%
18,000
+4,025
42
$1.08M 0.87%
+9,120
43
$884K 0.71%
16,343
-2,963
44
$822K 0.66%
9,490
-2,800
45
$814K 0.65%
22,052
46
$780K 0.63%
5,642
+1,630
47
$766K 0.62%
5,096
48
$719K 0.58%
9,806
-525
49
$717K 0.58%
8,890
50
$681K 0.55%
8,794
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