LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$566K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$275K

Top Sells

1
+$896K
2
+$480K
3
+$210K
4
MSFT icon
Microsoft
MSFT
+$136K
5
AFL icon
Aflac
AFL
+$89.4K

Sector Composition

1 Technology 19.13%
2 Industrials 13.68%
3 Consumer Discretionary 12.32%
4 Healthcare 11.24%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.35%
11,645
+9,175
27
$1.68M 1.31%
62,715
-2,850
28
$1.67M 1.3%
31,111
+100
29
$1.59M 1.24%
8,904
30
$1.59M 1.24%
34,567
31
$1.54M 1.2%
10,470
-30
32
$1.54M 1.2%
11,281
-77
33
$1.49M 1.16%
8,593
34
$1.42M 1.11%
12,164
35
$1.41M 1.1%
6,618
-67
36
$1.39M 1.08%
10,106
-69
37
$1.23M 0.96%
45,955
-2,987
38
$1.18M 0.92%
16,917
+540
39
$1.16M 0.91%
12,430
-500
40
$1.11M 0.87%
57,450
41
$1.1M 0.85%
20,018
-756
42
$1.03M 0.81%
22,052
43
$885K 0.69%
17,370
+11,115
44
$864K 0.67%
5,922
+290
45
$812K 0.63%
7,685
-430
46
$808K 0.63%
7,512
47
$797K 0.62%
8,590
48
$753K 0.59%
6,635
49
$732K 0.57%
8,431
50
$731K 0.57%
4,954
+2,610
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