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
$124M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.18M
3
+$1.08M
4
BEN icon
Franklin Resources
BEN
+$423K
5
SBUX icon
Starbucks
SBUX
+$362K

Top Sells

1
+$1.49M
2
+$1.12M
3
+$808K
4
MSFT icon
Microsoft
MSFT
+$680K
5
CSCO icon
Cisco
CSCO
+$568K

Sector Composition

1 Technology 18.4%
2 Industrials 11.36%
3 Consumer Discretionary 10.4%
4 Healthcare 9%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.55%
3,892
52
$674K 0.54%
12,490
-3,332
53
$665K 0.53%
5,915
-1,540
54
$649K 0.52%
15,120
55
$648K 0.52%
11,476
+100
56
$623K 0.5%
4,400
-85
57
$589K 0.47%
26,478
58
$589K 0.47%
8,040
-275
59
$579K 0.47%
10,849
60
$567K 0.46%
4,854
-1,900
61
$550K 0.44%
5,612
+335
62
$521K 0.42%
13,600
63
$498K 0.4%
10,664
64
$465K 0.37%
10,524
65
$463K 0.37%
6,205
-20,010
66
$447K 0.36%
8,466
67
$423K 0.34%
+13,910
68
$420K 0.34%
1,130
69
$416K 0.33%
22,592
-23,865
70
$416K 0.33%
12,318
-4,275
71
$403K 0.32%
5,165
72
$350K 0.28%
2,863
73
$337K 0.27%
2,234
74
$331K 0.27%
3,977
+200
75
$312K 0.25%
2,765
1 2
3
4