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
$176M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$380K
3
+$262K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$231K

Top Sells

1
+$1.95M
2
+$1.08M
3
+$521K
4
INTC icon
Intel
INTC
+$452K
5
ESS icon
Essex Property Trust
ESS
+$442K

Sector Composition

1 Technology 21.63%
2 Industrials 16.91%
3 Financials 13.57%
4 Real Estate 7.9%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.46%
7,346
27
$2.5M 1.42%
20,180
28
$2.34M 1.33%
12,733
+950
29
$2.05M 1.17%
20,382
30
$1.96M 1.11%
48,927
+654
31
$1.75M 1%
4,131
32
$1.73M 0.99%
34,297
-370
33
$1.58M 0.9%
5,459
34
$1.58M 0.9%
31,439
35
$1.57M 0.9%
41,064
+36,229
36
$1.54M 0.88%
14,911
37
$1.42M 0.8%
9,309
+565
38
$1.41M 0.8%
11,156
-1,049
39
$1.33M 0.76%
4,541
40
$1.32M 0.75%
13,308
-150
41
$1.24M 0.7%
11,070
-685
42
$1.17M 0.67%
21,980
+7,110
43
$1.11M 0.63%
2,274
-45
44
$1.05M 0.6%
3,622
+200
45
$975K 0.55%
10,747
-2,025
46
$960K 0.55%
12,311
+1,120
47
$911K 0.52%
17,902
+4,770
48
$889K 0.51%
20,961
+1,700
49
$875K 0.5%
6,051
+100
50
$847K 0.48%
31,021
+5,635
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