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LIM

Loudon Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.15M
3
+$1.04M
4
NEE icon
NextEra Energy
NEE
+$714K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$659K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$775K
4
PM icon
Philip Morris
PM
+$715K
5
AMGN icon
Amgen
AMGN
+$626K

Sector Composition

1 Technology 23.04%
2 Industrials 15.58%
3 Financials 13.17%
4 Healthcare 8.1%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 1.47%
6,489
+2,540
27
$2.8M 1.47%
57,895
-110
28
$2.65M 1.39%
20,180
29
$2.3M 1.2%
4,680
-15
30
$2.26M 1.18%
20,382
31
$1.84M 0.97%
4,031
32
$1.72M 0.9%
14,489
+3,373
33
$1.7M 0.89%
5,783
+850
34
$1.65M 0.86%
32,322
+4,100
35
$1.63M 0.86%
26,855
+685
36
$1.59M 0.83%
21,353
-6,715
37
$1.56M 0.82%
46,935
-6,170
38
$1.54M 0.81%
5,472
-2,157
39
$1.53M 0.8%
31,439
40
$1.51M 0.79%
29,951
+150
41
$1.31M 0.68%
11,405
+1,940
42
$1.21M 0.64%
9,585
+2,390
43
$1.09M 0.57%
9,776
-2,025
44
$1.08M 0.57%
2,164
45
$1.06M 0.56%
3,236
+12
46
$1.06M 0.55%
5,696
-264
47
$1M 0.52%
2,935
+145
48
$1,000K 0.52%
9,177
-250
49
$984K 0.52%
12,317
+224
50
$978K 0.51%
11,652
+1,550
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2
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