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
$174M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.66M
3
+$1.07M
4
TGT icon
Target
TGT
+$1.01M
5
CVS icon
CVS Health
CVS
+$755K

Top Sells

1
+$2.16M
2
+$1.57M
3
+$964K
4
SLG icon
SL Green Realty
SLG
+$675K
5
AMP icon
Ameriprise Financial
AMP
+$590K

Sector Composition

1 Technology 19.76%
2 Industrials 18.15%
3 Financials 12.29%
4 Healthcare 8.63%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.41%
17,050
-192
27
$2.31M 1.32%
11,668
+1,133
28
$2.29M 1.31%
20,180
-2,590
29
$2.25M 1.29%
26,387
-420
30
$2.18M 1.25%
34,667
-275
31
$2.17M 1.25%
7,372
32
$2.06M 1.18%
49,073
+1,800
33
$1.98M 1.14%
14,570
-100
34
$1.79M 1.03%
13,533
-100
35
$1.7M 0.97%
4,131
-16
36
$1.67M 0.96%
11,205
37
$1.4M 0.8%
8,004
38
$1.34M 0.77%
15,586
-3,365
39
$1.31M 0.75%
12,379
+3,360
40
$1.27M 0.73%
12,479
+10,514
41
$1.27M 0.73%
31,439
42
$1.13M 0.65%
4,540
43
$1.05M 0.61%
2,319
+10
44
$994K 0.57%
22,502
-35,452
45
$967K 0.56%
3,992
-265
46
$962K 0.55%
6,081
+10
47
$943K 0.54%
3,338
48
$889K 0.51%
3,422
-222
49
$816K 0.47%
5,327
-70
50
$805K 0.46%
9,357
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2
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