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
$147M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.85M
3
+$1.52M
4
O icon
Realty Income
O
+$510K
5
BK icon
Bank of New York Mellon
BK
+$408K

Top Sells

1
+$2.83M
2
+$1.96M
3
+$397K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$371K
5
PSA icon
Public Storage
PSA
+$333K

Sector Composition

1 Industrials 18.79%
2 Technology 18.42%
3 Healthcare 12.78%
4 Consumer Discretionary 10.74%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.52%
26,989
+2,125
27
$2.01M 1.37%
8,248
-97
28
$1.9M 1.3%
34,567
29
$1.89M 1.29%
36,471
+142
30
$1.85M 1.26%
+23,780
31
$1.81M 1.23%
33,745
-4,165
32
$1.79M 1.22%
34,895
+7,970
33
$1.54M 1.05%
13,106
+86
34
$1.52M 1.04%
+4,029
35
$1.47M 1.01%
9,948
+67
36
$1.47M 1%
4,899
-1,106
37
$1.27M 0.86%
32,367
-3,573
38
$1.26M 0.86%
5,788
-1,822
39
$1.21M 0.83%
54,100
40
$1.17M 0.8%
24,513
+8,447
41
$1.16M 0.79%
7,442
-8
42
$1.09M 0.75%
8,810
-175
43
$1.02M 0.7%
8,519
-526
44
$1.02M 0.7%
6,239
-261
45
$1.02M 0.7%
6,204
46
$922K 0.63%
4,640
47
$896K 0.61%
24,409
+2,741
48
$879K 0.6%
8,636
+46
49
$825K 0.56%
18,052
50
$783K 0.53%
14,105
+1,180
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