LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.03M
3
+$1.85M
4
TMUS icon
T-Mobile US
TMUS
+$1.85M
5
PLD icon
Prologis
PLD
+$512K

Top Sells

1
+$1.72M
2
+$1.1M
3
+$1.09M
4
SLB icon
SLB Ltd
SLB
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$742K

Sector Composition

1 Technology 23.1%
2 Industrials 15.25%
3 Financials 13.07%
4 Healthcare 7.96%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.36%
7,526
27
$2.25M 1.25%
32,430
+29,180
28
$2.13M 1.18%
7,629
-6,083
29
$2.09M 1.16%
20,382
30
$2.05M 1.13%
4,031
-100
31
$2.01M 1.11%
7,123
+227
32
$1.93M 1.07%
53,105
33
$1.9M 1.05%
28,068
-16,880
34
$1.8M 1%
+7,565
35
$1.78M 0.98%
+3,949
36
$1.52M 0.84%
4,933
+97
37
$1.51M 0.83%
26,170
+10
38
$1.47M 0.81%
34,040
-16,612
39
$1.44M 0.8%
28,222
+35
40
$1.35M 0.75%
31,439
41
$1.35M 0.75%
29,801
+8,600
42
$1.24M 0.69%
11,801
-1,990
43
$1.21M 0.67%
11,116
+2,506
44
$1.16M 0.64%
3,936
-343
45
$1.05M 0.58%
7,195
+300
46
$1M 0.55%
2,164
+7
47
$995K 0.55%
9,465
+4,880
48
$984K 0.54%
7,455
-2,110
49
$980K 0.54%
3,224
-340
50
$961K 0.53%
12,093
-83
1
2
3 4 5