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
$132M
AUM Growth
+$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.78M
3
+$1.78M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$499K

Top Sells

1
+$3.87M
2
+$1.47M
3
+$1.08M
4
CAH icon
Cardinal Health
CAH
+$1.01M
5
SYY icon
Sysco
SYY
+$825K

Sector Composition

1 Technology 15.71%
2 Industrials 11.61%
3 Energy 11.5%
4 Healthcare 11%
5 Materials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.39%
7,800
52
$492K 0.37%
15,700
-1,020
53
$474K 0.36%
6,109
54
$439K 0.33%
+9,096
55
$439K 0.33%
7,228
56
$434K 0.33%
8,722
57
$410K 0.31%
8,341
58
$390K 0.3%
8,318
-7,000
59
$367K 0.28%
8,466
60
$345K 0.26%
15,120
61
$343K 0.26%
15,083
-3,700
62
$341K 0.26%
16,872
-10,000
63
$340K 0.26%
3,488
-1,400
64
$321K 0.24%
4,000
-200
65
$306K 0.23%
2,720
66
$305K 0.23%
10,399
67
$280K 0.21%
+3,245
68
$279K 0.21%
4,400
69
$271K 0.21%
3,234
70
$259K 0.2%
5,500
71
$242K 0.18%
11,430
72
$238K 0.18%
7,305
73
$236K 0.18%
+3,100
74
$223K 0.17%
2,762
-450
75
$210K 0.16%
+2,681
1 2
3
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