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
$134M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$779K
3
+$229K
4
T icon
AT&T
T
+$59.8K
5
TPR icon
Tapestry
TPR
+$21.2K

Top Sells

1
+$2.76M
2
+$1.54M
3
+$1.49M
4
DO
Diamond Offshore Drilling
DO
+$576K
5
INTC icon
Intel
INTC
+$448K

Sector Composition

1 Technology 15.5%
2 Healthcare 12.78%
3 Energy 12.59%
4 Communication Services 8.67%
5 Real Estate 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.41%
8,000
52
$533K 0.4%
7,589
53
$524K 0.39%
5,012
54
$492K 0.37%
17,840
55
$484K 0.36%
6,010
-4,609
56
$482K 0.36%
9,416
-200
57
$481K 0.36%
21,492
58
$451K 0.34%
22,170
59
$442K 0.33%
5,300
-737
60
$398K 0.3%
9,989
+119
61
$381K 0.28%
8,466
62
$372K 0.28%
15,120
63
$309K 0.23%
10,142
-850
64
$307K 0.23%
6,622
+360
65
$292K 0.22%
2,570
+100
66
$284K 0.21%
29,625
-2,470
67
$274K 0.2%
3,234
68
$268K 0.2%
4,400
69
$257K 0.19%
7,072
70
$238K 0.18%
11,430
71
$229K 0.17%
+5,250
72
$229K 0.17%
22,100
-25,750
73
$228K 0.17%
3,177
74
$224K 0.17%
2,463
75
$211K 0.16%
2,475
1 2
3
4