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
$128M
AUM Growth
-$543K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.2M
3
+$253K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K
5
HOG icon
Harley-Davidson
HOG
+$222K

Top Sells

1
+$1.86M
2
+$549K
3
+$431K
4
DOC icon
Healthpeak Properties
DOC
+$273K
5
TUP
Tupperware Brands Corporation
TUP
+$257K

Sector Composition

1 Technology 15.96%
2 Industrials 14.75%
3 Energy 8.75%
4 Healthcare 8.05%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.4%
15,120
52
$506K 0.39%
9,296
53
$496K 0.39%
6,757
54
$491K 0.38%
16,956
-244
55
$446K 0.35%
11,621
+225
56
$436K 0.34%
3,701
+115
57
$435K 0.34%
8,466
58
$433K 0.34%
3,761
59
$386K 0.3%
7,228
+1,144
60
$377K 0.29%
7,900
61
$339K 0.26%
8,300
62
$334K 0.26%
11,610
-323
63
$328K 0.26%
6,436
+265
64
$322K 0.25%
11,920
65
$321K 0.25%
4,900
66
$321K 0.25%
10,107
67
$305K 0.24%
9,902
+843
68
$292K 0.23%
3,510
-210
69
$291K 0.23%
7,072
70
$282K 0.22%
1,811
-21
71
$279K 0.22%
5,811
-117
72
$275K 0.21%
4,509
73
$267K 0.21%
2,600
74
$256K 0.2%
2,335
-85
75
$253K 0.2%
+9,385
1 2
3
4