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
$162M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$612K
3
+$540K
4
TGT icon
Target
TGT
+$433K
5
O icon
Realty Income
O
+$321K

Top Sells

1
+$1.19M
2
+$517K
3
+$491K
4
PFE icon
Pfizer
PFE
+$470K
5
LEG icon
Leggett & Platt
LEG
+$293K

Sector Composition

1 Technology 18.77%
2 Industrials 18.5%
3 Financials 12.44%
4 Healthcare 8.45%
5 Real Estate 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.41%
10,535
+7,405
27
$2.22M 1.37%
22,770
-396
28
$2.1M 1.3%
19,504
-4,800
29
$1.95M 1.21%
26,807
-298
30
$1.78M 1.1%
47,273
+8,085
31
$1.78M 1.1%
22,521
+7,753
32
$1.77M 1.09%
7,372
33
$1.76M 1.09%
11,205
34
$1.66M 1.03%
4,147
35
$1.56M 0.97%
18,951
-500
36
$1.53M 0.94%
14,670
37
$1.49M 0.92%
13,633
-150
38
$1.36M 0.84%
8,004
-154
39
$1.3M 0.8%
31,439
40
$1.17M 0.72%
4,257
-150
41
$1.06M 0.65%
4,540
+1
42
$1.05M 0.65%
2,309
43
$1.04M 0.64%
9,019
+2,040
44
$985K 0.61%
12,732
-375
45
$964K 0.6%
36,846
-11,184
46
$952K 0.59%
6,071
47
$867K 0.54%
3,338
48
$864K 0.53%
3,644
+853
49
$850K 0.53%
47,784
50
$770K 0.48%
5,397
-400
1
2
3 4