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
$125M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.35M
3
+$1.06M
4
PEB icon
Pebblebrook Hotel Trust
PEB
+$745K
5
SLB icon
SLB Ltd
SLB
+$627K

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.01M
4
AFL icon
Aflac
AFL
+$889K
5
MSFT icon
Microsoft
MSFT
+$560K

Sector Composition

1 Technology 15.12%
2 Industrials 13.81%
3 Energy 9.6%
4 Healthcare 9.29%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.41%
9,296
-220
52
$509K 0.41%
10,040
-3,810
53
$506K 0.4%
8,509
54
$456K 0.36%
3,761
55
$448K 0.36%
11,396
+250
56
$438K 0.35%
6,757
57
$416K 0.33%
17,424
+80
58
$416K 0.33%
+5,089
59
$376K 0.3%
3,586
-1,000
60
$373K 0.3%
5,100
-1,000
61
$352K 0.28%
7,311
+420
62
$341K 0.27%
8,466
63
$340K 0.27%
6,084
-7,300
64
$332K 0.26%
10,107
+755
65
$328K 0.26%
3,720
66
$322K 0.26%
12,283
67
$306K 0.24%
2,420
-50
68
$303K 0.24%
+9,059
69
$263K 0.21%
8,300
70
$259K 0.21%
11,920
71
$259K 0.21%
7,072
72
$239K 0.19%
2,600
-1,400
73
$218K 0.17%
+1,680
74
$211K 0.17%
+11,020
75
$207K 0.17%
2,450
1 2
3
4