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
$128M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$486K
3
+$358K
4
T icon
AT&T
T
+$339K
5
EPD icon
Enterprise Products Partners
EPD
+$302K

Top Sells

1
+$1.38M
2
+$1.1M
3
+$744K
4
VTR icon
Ventas
VTR
+$510K
5
MSFT icon
Microsoft
MSFT
+$372K

Sector Composition

1 Technology 20.5%
2 Industrials 17.86%
3 Healthcare 13.14%
4 Consumer Discretionary 10.77%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.58%
24,344
-150
27
$1.98M 1.55%
8,720
-35
28
$1.75M 1.37%
25,925
+144
29
$1.74M 1.36%
39,194
-2,400
30
$1.69M 1.32%
37,910
31
$1.59M 1.24%
34,567
32
$1.52M 1.19%
10,226
-880
33
$1.39M 1.08%
6,005
34
$1.38M 1.08%
7,668
35
$1.07M 0.84%
54,100
-1,680
36
$1.05M 0.82%
8,985
37
$1.02M 0.8%
12,020
+5,715
38
$987K 0.77%
9,050
+2,680
39
$971K 0.76%
6,172
40
$919K 0.72%
6,815
-1,016
41
$854K 0.67%
18,052
42
$823K 0.64%
7,100
-152
43
$820K 0.64%
7,737
-125
44
$810K 0.63%
4,595
-567
45
$730K 0.57%
8,590
46
$728K 0.57%
6,649
47
$659K 0.52%
8,870
48
$651K 0.51%
9,526
49
$644K 0.5%
15,716
+8,725
50
$630K 0.49%
4,515
-650
1
2
3 4