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
$152M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.14M
4
APD icon
Air Products & Chemicals
APD
+$479K
5
VZ icon
Verizon
VZ
+$469K

Top Sells

1
+$2.47M
2
+$1.79M
3
+$909K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$464K
5
AMP icon
Ameriprise Financial
AMP
+$356K

Sector Composition

1 Technology 18.41%
2 Industrials 16.97%
3 Healthcare 15.19%
4 Consumer Staples 8.97%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.44%
28,076
+257
27
$1.81M 1.19%
8,822
+779
28
$1.81M 1.19%
26,307
-1,928
29
$1.68M 1.11%
33,920
-1,253
30
$1.68M 1.11%
33,439
31
$1.6M 1.05%
9,564
32
$1.52M 1%
29,301
-550
33
$1.49M 0.98%
12,196
-200
34
$1.42M 0.94%
22,081
-4,575
35
$1.33M 0.88%
3,011
-65
36
$1.3M 0.86%
49,843
-2,271
37
$1.26M 0.83%
9,220
+1,975
38
$1.16M 0.76%
10,442
+1,910
39
$1.14M 0.75%
+8,127
40
$1.05M 0.69%
5,947
41
$1.03M 0.68%
20,211
+9,210
42
$998K 0.66%
4,386
-125
43
$937K 0.62%
2,400
-2,329
44
$930K 0.61%
11,941
+1,757
45
$926K 0.61%
3,838
-125
46
$912K 0.6%
8,744
+225
47
$893K 0.59%
17,463
48
$892K 0.59%
8,231
-200
49
$883K 0.58%
6,353
+1,535
50
$864K 0.57%
8,539
-329
1
2
3 4