LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$521K
3
+$493K
4
DD icon
DuPont de Nemours
DD
+$270K
5
PSA icon
Public Storage
PSA
+$258K

Top Sells

1
+$2.05M
2
+$849K
3
+$598K
4
DD
Du Pont De Nemours E I
DD
+$561K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$415K

Sector Composition

1 Technology 15.58%
2 Industrials 11.78%
3 Healthcare 10.04%
4 Consumer Discretionary 9.07%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.5%
7,700
52
$588K 0.46%
11,021
-300
53
$577K 0.45%
15,120
54
$574K 0.45%
3,892
55
$500K 0.39%
9,986
-843
56
$493K 0.39%
+26,978
57
$490K 0.38%
8,096
-450
58
$465K 0.36%
8,615
59
$460K 0.36%
7,475
-1,200
60
$454K 0.36%
8,466
61
$421K 0.33%
3,242
-875
62
$416K 0.33%
10,796
-1,272
63
$408K 0.32%
8,243
+32
64
$405K 0.32%
10,785
65
$401K 0.31%
1,577
-626
66
$400K 0.31%
3,403
-153
67
$395K 0.31%
11,832
68
$351K 0.27%
4,820
69
$346K 0.27%
2,879
70
$327K 0.26%
6,288
-94
71
$299K 0.23%
2,734
-69
72
$296K 0.23%
2,435
+100
73
$295K 0.23%
7,048
74
$295K 0.23%
8,300
75
$270K 0.21%
2,432
-125
1 2
3
4