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
$95.6M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Sells

1 +$1.23M
2 +$441K
3 +$432K
4
PXD
Pioneer Natural Resource Co.
PXD
+$430K
5
BA icon
Boeing
BA
+$397K

Sector Composition

1 Technology 22.22%
2 Industrials 15.08%
3 Healthcare 13.64%
4 Consumer Discretionary 10.78%
5 Consumer Staples 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.31M 1.38%
6,615
-3
27
$1.24M 1.29%
46,369
28
$1.19M 1.24%
8,593
29
$1.19M 1.24%
8,755
-149
30
$1.18M 1.23%
34,567
31
$1.16M 1.22%
24,229
+11,115
32
$1.15M 1.2%
12,275
+111
33
$1.04M 1.09%
8,106
-2,000
34
$997K 1.04%
18,175
+6,530
35
$893K 0.93%
56,570
-880
36
$887K 0.93%
33,084
-14,195
37
$877K 0.92%
30,550
-561
38
$871K 0.91%
10,150
-320
39
$809K 0.85%
6,172
+250
40
$754K 0.79%
8,360
+1,725
41
$745K 0.78%
5,365
42
$735K 0.77%
18,052
-4,000
43
$725K 0.76%
7,567
-118
44
$701K 0.73%
5,127
+3,035
45
$665K 0.7%
8,431
46
$602K 0.63%
7,537
+25
47
$600K 0.63%
8,590
48
$599K 0.63%
7,285
+600
49
$567K 0.59%
12,510
+80
50
$554K 0.58%
18,935
-1,083