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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$6.72M
2 +$6.4M
3 +$6.38M
4
INTC icon
Intel
INTC
+$6.14M
5
SPLS
Staples Inc
SPLS
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.91%
2 Technology 13.89%
3 Healthcare 11.52%
4 Communication Services 9.37%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$725K 0.53%
+5,314
52
$675K 0.5%
+8,747
53
$645K 0.47%
+15,966
54
$631K 0.46%
+36,167
55
$626K 0.46%
+9,600
56
$578K 0.42%
+7,230
57
$553K 0.41%
+30,644
58
$520K 0.38%
+22,052
59
$497K 0.36%
+7,700
60
$468K 0.34%
+7,589
61
$466K 0.34%
+23,240
62
$459K 0.34%
+3,950
63
$385K 0.28%
+4,862
64
$372K 0.27%
+10,550
65
$364K 0.27%
+9,630
66
$360K 0.26%
+10,870
67
$349K 0.26%
+15,120
68
$337K 0.25%
+15,044
69
$335K 0.25%
+11,430
70
$335K 0.25%
+5,963
71
$329K 0.24%
+4,041
72
$322K 0.24%
+9,567
73
$307K 0.23%
+4,575
74
$282K 0.21%
+3,451
75
$279K 0.2%
+3,500