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
$125M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.98M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$411K
5
SLB icon
SLB Limited
SLB
+$336K

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1.37M
4
NUS icon
Nu Skin
NUS
+$540K
5
TPR icon
Tapestry
TPR
+$533K

Sector Composition

1 Technology 18.02%
2 Consumer Discretionary 11.67%
3 Industrials 10%
4 Energy 8.67%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$689K 0.55%
5,096
-300
52
$646K 0.52%
4,485
-895
53
$630K 0.51%
10,331
+110
54
$612K 0.49%
8,794
-692
55
$592K 0.47%
15,120
56
$568K 0.46%
8,315
57
$546K 0.44%
10,849
+670
58
$526K 0.42%
11,376
+780
59
$504K 0.4%
26,478
60
$500K 0.4%
16,593
-1,300
61
$489K 0.39%
5,277
+550
62
$489K 0.39%
13,600
+5,300
63
$487K 0.39%
4,012
+770
64
$465K 0.37%
10,664
+4,518
65
$461K 0.37%
6,055
+555
66
$422K 0.34%
11,832
67
$420K 0.34%
8,466
68
$404K 0.32%
5,165
-1,400
69
$385K 0.31%
10,524
70
$379K 0.3%
1,130
-310
71
$362K 0.29%
2,863
-340
72
$332K 0.27%
5,165
-24,278
73
$328K 0.26%
2,765
+330
74
$300K 0.24%
2,234
-200
75
$299K 0.24%
4,931
-94
1 2
3
4