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
$114M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$548K
3
+$489K
4
ADM icon
Archer Daniels Midland
ADM
+$401K
5
ITW icon
Illinois Tool Works
ITW
+$349K

Top Sells

1
+$1.73M
2
+$764K
3
+$496K
4
AFL icon
Aflac
AFL
+$364K
5
VZ icon
Verizon
VZ
+$283K

Sector Composition

1 Technology 19.7%
2 Industrials 12.76%
3 Consumer Discretionary 11.25%
4 Healthcare 9.91%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.3%
36,867
27
$1.44M 1.26%
11,713
+335
28
$1.41M 1.23%
8,904
29
$1.4M 1.23%
10,565
+710
30
$1.4M 1.23%
4,950
+453
31
$1.38M 1.21%
42,360
-6,315
32
$1.37M 1.21%
8,593
-1,025
33
$1.34M 1.17%
16,577
+2,570
34
$1.28M 1.13%
26,546
35
$1.18M 1.03%
24,740
+5,920
36
$1.1M 0.96%
12,930
37
$1.07M 0.94%
57,650
-2,480
38
$994K 0.87%
8,025
+2,635
39
$933K 0.82%
9,152
-43
40
$825K 0.72%
6,116
-465
41
$821K 0.72%
24,760
+3,905
42
$804K 0.71%
22,052
43
$773K 0.68%
5,532
-75
44
$773K 0.68%
8,890
45
$733K 0.64%
6,559
+935
46
$727K 0.64%
7,312
47
$701K 0.61%
12,920
-2,200
48
$701K 0.61%
5,890
-25
49
$692K 0.61%
8,656
-1,025
50
$637K 0.56%
3,895
-430
1
2
3 4