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
$129M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.5M
3
+$534K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$432K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$292K

Top Sells

1
+$2.97M
2
+$975K
3
+$864K
4
DLR icon
Digital Realty Trust
DLR
+$579K
5
NUS icon
Nu Skin
NUS
+$402K

Sector Composition

1 Technology 16.01%
2 Industrials 13.54%
3 Energy 9.01%
4 Healthcare 8.98%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$512K 0.4%
7,900
-6,200
52
$486K 0.38%
17,200
-224
53
$485K 0.38%
15,120
54
$482K 0.37%
11,396
55
$482K 0.37%
9,840
-200
56
$465K 0.36%
9,296
57
$453K 0.35%
6,757
58
$444K 0.35%
3,761
59
$369K 0.29%
3,586
60
$365K 0.28%
11,933
-350
61
$363K 0.28%
4,900
-200
62
$363K 0.28%
8,466
63
$334K 0.26%
10,107
64
$326K 0.25%
3,720
65
$316K 0.25%
6,084
66
$304K 0.24%
2,420
67
$302K 0.23%
7,072
68
$294K 0.23%
6,171
-1,140
69
$291K 0.23%
9,059
70
$273K 0.21%
7,889
-85,914
71
$262K 0.2%
8,300
72
$261K 0.2%
4,509
-4,000
73
$258K 0.2%
11,920
74
$241K 0.19%
1,832
+152
75
$235K 0.18%
+5,928
1 2
3
4