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
$119M
AUM Growth
+$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$322K
3
+$225K
4
TFC icon
Truist Financial
TFC
+$177K
5
PII icon
Polaris
PII
+$161K

Top Sells

1
+$232K
2
+$208K
3
+$207K
4
DEO icon
Diageo
DEO
+$175K
5
MSFT icon
Microsoft
MSFT
+$171K

Sector Composition

1 Technology 18.91%
2 Industrials 13.13%
3 Consumer Discretionary 12.68%
4 Healthcare 10.48%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.38%
6,685
-393
27
$1.57M 1.32%
5,290
+510
28
$1.56M 1.32%
31,011
+4,465
29
$1.56M 1.31%
11,358
-275
30
$1.46M 1.23%
20,478
-3,260
31
$1.46M 1.23%
12,164
32
$1.45M 1.22%
8,593
33
$1.45M 1.22%
8,904
34
$1.45M 1.22%
10,175
35
$1.4M 1.18%
34,567
36
$1.35M 1.14%
24,168
-572
37
$1.16M 0.97%
16,377
-200
38
$1.1M 0.93%
12,930
39
$1.02M 0.86%
57,450
-200
40
$990K 0.83%
20,774
-1,038
41
$989K 0.83%
22,052
42
$948K 0.8%
8,115
-907
43
$896K 0.75%
34,385
-7,975
44
$802K 0.67%
5,766
45
$801K 0.67%
8,590
-300
46
$771K 0.65%
7,512
+200
47
$729K 0.61%
5,632
+100
48
$721K 0.61%
6,635
49
$705K 0.59%
8,431
-225
50
$703K 0.59%
24,360
-400
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