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
$146M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.72M
3
+$1.64M
4
DLR icon
Digital Realty Trust
DLR
+$953K
5
DOC icon
Healthpeak Properties
DOC
+$499K

Top Sells

1
+$1.73M
2
+$460K
3
+$394K
4
SYY icon
Sysco
SYY
+$393K
5
USB icon
US Bancorp
USB
+$325K

Sector Composition

1 Energy 18.53%
2 Technology 12.92%
3 Materials 11.49%
4 Healthcare 10.85%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.44%
7,930
-55
52
$595K 0.41%
14,549
-5,550
53
$578K 0.4%
22,052
54
$576K 0.4%
7,700
55
$572K 0.39%
24,640
+1,400
56
$551K 0.38%
5,262
-700
57
$545K 0.37%
8,000
-1,200
58
$506K 0.35%
3,950
59
$472K 0.32%
7,589
60
$470K 0.32%
21,992
-10,613
61
$458K 0.31%
63,735
62
$447K 0.31%
6,023
+60
63
$437K 0.3%
22,170
-20,000
64
$436K 0.3%
6,265
-1,025
65
$393K 0.27%
9,150
-800
66
$388K 0.27%
9,870
+120
67
$380K 0.26%
6,262
68
$367K 0.25%
8,466
-7,500
69
$366K 0.25%
15,120
70
$323K 0.22%
11,430
71
$304K 0.21%
2,575
72
$301K 0.21%
4,400
73
$300K 0.21%
7,072
74
$298K 0.2%
10,367
+800
75
$292K 0.2%
3,451
1 2
3
4