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
$145M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$642K
3
+$586K
4
AMT icon
American Tower
AMT
+$515K
5
ESS icon
Essex Property Trust
ESS
+$241K

Top Sells

1
+$726K
2
+$324K
3
+$277K
4
ORCL icon
Oracle
ORCL
+$277K
5
TGT icon
Target
TGT
+$252K

Sector Composition

1 Industrials 18.67%
2 Technology 18.12%
3 Financials 11.69%
4 Healthcare 9.04%
5 Real Estate 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.5%
19,749
-2,280
27
$2.17M 1.49%
17,927
+22
28
$1.76M 1.21%
27,105
-11,207
29
$1.75M 1.2%
11,205
-47
30
$1.68M 1.16%
7,372
31
$1.56M 1.08%
4,147
32
$1.49M 1.03%
19,451
-100
33
$1.42M 0.98%
13,783
-1,174
34
$1.38M 0.95%
8,158
-221
35
$1.27M 0.88%
14,670
-609
36
$1.27M 0.87%
39,188
-6,854
37
$1.25M 0.86%
4,407
38
$1.23M 0.85%
13,559
+100
39
$1.22M 0.84%
48,030
-6,376
40
$1.09M 0.75%
4,539
+131
41
$1.03M 0.71%
14,768
+9,235
42
$985K 0.68%
13,107
-2,714
43
$946K 0.65%
6,071
+75
44
$944K 0.65%
2,309
45
$942K 0.65%
22,411
-2,028
46
$896K 0.62%
31,439
47
$848K 0.58%
25,552
+275
48
$781K 0.54%
47,784
49
$760K 0.52%
5,797
-120
50
$744K 0.51%
5,567
-425
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