LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$515K
2
+$490K
3
+$443K
4
TGT icon
Target
TGT
+$318K
5
APD icon
Air Products & Chemicals
APD
+$292K

Top Sells

1
+$1.49M
2
+$470K
3
+$259K
4
PII icon
Polaris
PII
+$211K
5
TROW icon
T. Rowe Price
TROW
+$204K

Sector Composition

1 Technology 20.47%
2 Industrials 17.41%
3 Financials 12.44%
4 Real Estate 8.46%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.37%
14,417
-153
27
$2.38M 1.3%
7,346
-26
28
$2.21M 1.21%
20,180
29
$2.17M 1.19%
48,273
-800
30
$2.07M 1.13%
34,667
31
$1.99M 1.09%
20,382
32
$1.95M 1.07%
23,417
-2,535
33
$1.72M 0.94%
4,131
34
$1.67M 0.91%
14,911
-675
35
$1.66M 0.91%
12,205
-700
36
$1.63M 0.89%
5,459
+982
37
$1.53M 0.84%
13,458
38
$1.52M 0.83%
12,772
39
$1.49M 0.81%
8,744
+740
40
$1.44M 0.79%
31,439
41
$1.36M 0.74%
2,319
42
$1.35M 0.74%
11,755
-700
43
$1.26M 0.69%
4,541
44
$985K 0.54%
3,258
-80
45
$969K 0.53%
3,422
+128
46
$964K 0.53%
5,951
47
$943K 0.52%
14,870
+700
48
$934K 0.51%
5,732
49
$889K 0.49%
11,191
+1,389
50
$882K 0.48%
30,485
+17,800
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