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
$132M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$443K
3
+$352K
4
PFE icon
Pfizer
PFE
+$178K
5
EXR icon
Extra Space Storage
EXR
+$124K

Top Sells

1
+$887K
2
+$873K
3
+$416K
4
SLB icon
SLB Limited
SLB
+$350K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$250K

Sector Composition

1 Technology 16.95%
2 Industrials 11.67%
3 Healthcare 10.18%
4 Consumer Discretionary 9.6%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.48%
9,465
-5,189
52
$629K 0.48%
11,021
53
$618K 0.47%
20,068
-28,812
54
$602K 0.46%
+8,303
55
$584K 0.44%
21,207
-1,805
56
$526K 0.4%
9,586
-400
57
$526K 0.4%
9,929
+1,686
58
$511K 0.39%
8,415
-200
59
$510K 0.39%
7,475
60
$471K 0.36%
26,278
-700
61
$457K 0.35%
10,796
62
$454K 0.34%
8,466
63
$453K 0.34%
3,242
64
$426K 0.32%
3,403
65
$425K 0.32%
1,440
-137
66
$417K 0.32%
10,524
-261
67
$394K 0.3%
11,832
68
$364K 0.28%
4,820
69
$352K 0.27%
+5,400
70
$343K 0.26%
2,879
71
$311K 0.24%
6,146
-142
72
$301K 0.23%
2,435
73
$297K 0.22%
2,534
-200
74
$291K 0.22%
4,355
-3,741
75
$285K 0.22%
9,385
1 2
3
4