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
$141M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$716K
3
+$549K
4
HRL icon
Hormel Foods
HRL
+$437K
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$418K

Top Sells

1
+$1.46M
2
+$647K
3
+$423K
4
EXR icon
Extra Space Storage
EXR
+$314K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$303K

Sector Composition

1 Technology 18.56%
2 Industrials 18.36%
3 Healthcare 12.91%
4 Consumer Discretionary 10.1%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.44%
10,523
-144
27
$1.98M 1.41%
40,075
-4,401
28
$1.89M 1.34%
41,513
+17,000
29
$1.85M 1.32%
35,738
+843
30
$1.85M 1.32%
33,439
-1,128
31
$1.81M 1.28%
8,043
-205
32
$1.62M 1.15%
36,112
-359
33
$1.46M 1.04%
12,396
-710
34
$1.46M 1.04%
9,714
-234
35
$1.46M 1.04%
27,979
-5,766
36
$1.41M 1%
4,729
-170
37
$1.28M 0.91%
29,851
-2,516
38
$1.24M 0.88%
7,545
+103
39
$1.17M 0.83%
53,120
-980
40
$1.07M 0.76%
8,532
-278
41
$997K 0.71%
6,172
-32
42
$951K 0.68%
8,519
43
$899K 0.64%
4,498
-142
44
$869K 0.62%
42,609
-71,708
45
$858K 0.61%
8,431
-205
46
$805K 0.57%
13,731
-374
47
$805K 0.57%
17,463
-589
48
$796K 0.57%
21,217
-3,192
49
$781K 0.56%
9,529
+660
50
$777K 0.55%
3,963
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