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
$126M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.32M
3
+$506K
4
BUD icon
AB InBev
BUD
+$116K
5
PFE icon
Pfizer
PFE
+$63.9K

Top Sells

1
+$584K
2
+$543K
3
+$519K
4
INTC icon
Intel
INTC
+$425K
5
CAT icon
Caterpillar
CAT
+$410K

Sector Composition

1 Technology 17.62%
2 Consumer Discretionary 11.84%
3 Healthcare 11.25%
4 Industrials 10.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.46%
7,700
52
$563K 0.45%
15,120
53
$562K 0.45%
9,486
-100
54
$556K 0.44%
17,893
-2,175
55
$540K 0.43%
7,330
-145
56
$515K 0.41%
6,565
-2,825
57
$499K 0.4%
8,315
-100
58
$487K 0.39%
10,179
+250
59
$472K 0.38%
1,440
60
$461K 0.37%
10,524
61
$444K 0.35%
10,596
-200
62
$431K 0.34%
4,727
-2,028
63
$429K 0.34%
26,478
+200
64
$428K 0.34%
8,466
65
$415K 0.33%
3,242
66
$401K 0.32%
11,832
67
$382K 0.3%
5,500
+100
68
$365K 0.29%
3,203
-200
69
$345K 0.27%
4,820
70
$306K 0.24%
2,435
71
$301K 0.24%
8,300
72
$301K 0.24%
2,879
73
$298K 0.24%
9,385
74
$290K 0.23%
5,025
75
$282K 0.22%
6,146
1 2
3
4