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
$157M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$344K
3
+$330K
4
COP icon
ConocoPhillips
COP
+$203K
5
HRL icon
Hormel Foods
HRL
+$202K

Top Sells

1
+$1.08M
2
+$445K
3
+$166K
4
VLO icon
Valero Energy
VLO
+$164K
5
EXR icon
Extra Space Storage
EXR
+$148K

Sector Composition

1 Technology 20.07%
2 Industrials 17.44%
3 Healthcare 13.34%
4 Consumer Discretionary 9.81%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.38%
23,270
-525
27
$2.04M 1.3%
35,173
-565
28
$2.01M 1.28%
42,438
+925
29
$1.9M 1.21%
33,439
30
$1.77M 1.13%
4,729
31
$1.76M 1.13%
29,851
32
$1.75M 1.12%
8,043
33
$1.69M 1.08%
12,396
34
$1.66M 1.06%
9,564
-150
35
$1.59M 1.02%
38,712
+2,600
36
$1.56M 0.99%
26,656
-1,323
37
$1.23M 0.78%
52,114
-1,006
38
$1.15M 0.73%
+22,847
39
$1.15M 0.73%
7,245
-300
40
$1.11M 0.71%
4,511
+13
41
$1.09M 0.7%
3,076
-3,028
42
$1.02M 0.65%
8,519
43
$1.02M 0.65%
5,947
-225
44
$978K 0.62%
8,431
45
$938K 0.6%
17,463
46
$915K 0.58%
8,868
47
$908K 0.58%
6,449
48
$883K 0.56%
8,532
49
$842K 0.54%
3,715
-655
50
$840K 0.54%
4,818
+279
1
2
3 4