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
$132M
AUM Growth
+$265K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$889K
3
+$682K
4
ADM icon
Archer Daniels Midland
ADM
+$662K
5
VFC icon
VF Corp
VFC
+$477K

Top Sells

1
+$800K
2
+$650K
3
+$605K
4
DE icon
Deere & Co
DE
+$481K
5
CMI icon
Cummins
CMI
+$432K

Sector Composition

1 Technology 14.35%
2 Industrials 12.03%
3 Healthcare 10.98%
4 Consumer Discretionary 9.67%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$734K 0.56%
22,052
52
$641K 0.49%
7,700
53
$621K 0.47%
3,892
54
$561K 0.43%
6,957
55
$556K 0.42%
15,120
56
$550K 0.42%
11,321
57
$545K 0.41%
4,117
58
$545K 0.41%
8,675
+100
59
$476K 0.36%
10,829
60
$455K 0.35%
8,546
-750
61
$440K 0.33%
8,466
62
$436K 0.33%
2,203
+25
63
$435K 0.33%
12,068
-708
64
$434K 0.33%
8,615
65
$408K 0.31%
11,832
+1,375
66
$377K 0.29%
10,785
-425
67
$371K 0.28%
3,556
68
$367K 0.28%
8,211
+424
69
$357K 0.27%
4,820
-80
70
$318K 0.24%
2,879
+985
71
$316K 0.24%
6,369
+283
72
$312K 0.24%
6,382
+1,654
73
$300K 0.23%
2,557
+38
74
$298K 0.23%
8,300
75
$287K 0.22%
2,803
+203
1 2
3
4