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
$131M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.08M
3
+$1.31M
4
QCOM icon
Qualcomm
QCOM
+$642K
5
BUD icon
AB InBev
BUD
+$542K

Top Sells

1
+$1.31M
2
+$1.15M
3
+$947K
4
FAST icon
Fastenal
FAST
+$713K
5
DE icon
Deere & Co
DE
+$626K

Sector Composition

1 Technology 14.99%
2 Industrials 12.96%
3 Healthcare 10.61%
4 Energy 8.73%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.49%
+11,193
52
$636K 0.48%
7,700
53
$605K 0.46%
24,778
54
$559K 0.43%
6,957
+200
55
$542K 0.41%
15,120
56
$540K 0.41%
10,829
-625
57
$513K 0.39%
4,117
+356
58
$503K 0.38%
11,321
-300
59
$490K 0.37%
9,296
60
$476K 0.36%
8,575
+675
61
$459K 0.35%
12,776
-4,180
62
$449K 0.34%
+6,035
63
$447K 0.34%
8,615
-1,225
64
$436K 0.33%
8,466
65
$385K 0.29%
2,178
+367
66
$382K 0.29%
3,556
-145
67
$380K 0.29%
7,787
+559
68
$368K 0.28%
11,210
-400
69
$359K 0.27%
4,900
70
$332K 0.25%
10,457
+350
71
$327K 0.25%
36,211
-34,935
72
$325K 0.25%
8,300
73
$307K 0.23%
6,086
-350
74
$292K 0.22%
11,920
75
$291K 0.22%
+6,958
1 2
3
4