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
$124M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$956K
3
+$596K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$594K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$370K

Top Sells

1
+$1.08M
2
+$619K
3
+$566K
4
TEF icon
Telefonica
TEF
+$556K
5
FAST icon
Fastenal
FAST
+$418K

Sector Composition

1 Technology 16.4%
2 Industrials 13.67%
3 Healthcare 11.31%
4 Materials 9.73%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$488K 0.39%
3,892
52
$458K 0.37%
6,882
53
$440K 0.35%
8,318
54
$436K 0.35%
9,516
-1,000
55
$413K 0.33%
15,700
56
$384K 0.31%
8,722
57
$361K 0.29%
8,466
58
$358K 0.29%
3,488
59
$352K 0.28%
15,120
60
$339K 0.27%
4,000
61
$330K 0.27%
8,700
62
$325K 0.26%
7,241
63
$309K 0.25%
3,720
64
$302K 0.24%
16,872
65
$295K 0.24%
12,983
-2,100
66
$276K 0.22%
2,720
67
$258K 0.21%
4,400
68
$256K 0.21%
8,974
-1,425
69
$255K 0.21%
6,525
-950
70
$225K 0.18%
2,747
71
$218K 0.18%
+2,741
72
$217K 0.17%
31,995
-5,650
73
$41K 0.03%
12,055
-7,175
74
$31K 0.02%
30,600
-19,860
75
– –
-11,430
1 2
3
4