LIM

Loudon Investment Management Portfolio holdings

AUM $181M
This Quarter Return
+1.29%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$175M
AUM Growth
-$762K
Cap. Flow
+$978K
Cap. Flow %
0.56%
Top 10 Hldgs %
36.92%
Holding
101
New
5
Increased
36
Reduced
34
Closed
5

Top Buys

1
$2M
2
$1.76M
3
$1.06M
4
$784K
5
$701K

Top Sells

1
$3.16M
2
$1.3M
3
$1.27M
4
$975K
5
$380K

Sector Composition

1Technology22.37%
2Industrials15.95%
3Financials13.53%
4Healthcare8.53%
5Real Estate7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.36M1.35% 7,526
+180
+2%
+$56.4K
$2.3M1.31% 50,652
+1,725
+4%
+$78.2K
$2.21M1.26% 20,180––
$2.21M1.26% 52,784
+11,720
+29%
+$490K
$2.03M1.16% 6,896
+1,437
+26%
+$424K
$1.94M1.11% 4,131––
$1.78M1.02% 20,382––
$1.76M1%
+53,105
 New
+$1.76M
$1.53M0.88% 13,791
-1,120
-8%
-$125K
$1.52M0.87% 26,160
+4,180
+19%
+$242K
$1.48M0.84% 4,836
+295
+7%
+$90.1K
$1.44M0.82% 28,187
+10,285
+57%
+$525K
$1.43M0.82% 9,565
+256
+3%
+$38.4K
$1.39M0.79% 31,439––
$1.06M0.61%
+4,279
 New
+$1.06M
$1.06M0.61% 6,895
+4,545
+193%
+$701K
$1.06M0.6% 10,132
-12,412
-55%
-$1.3M
$1M0.57% 6,051––
$988K0.56% 8,985
-2,171
-19%
-$239K
$980K0.56% 3,564
-58
-2%
-$15.9K
$964K0.55% 2,157
-117
-5%
-$52.3K
$961K0.55% 12,176
-135
-1%
-$10.7K
$939K0.54% 21,201
+240
+1%
+$10.6K
$935K0.53% 10,419
-2,889
-22%
-$259K
$922K0.53% 24,989
-85,564
-77%
-$3.16M
12345