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
$114M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$548K
3
+$489K
4
ADM icon
Archer Daniels Midland
ADM
+$401K
5
ITW icon
Illinois Tool Works
ITW
+$349K

Top Sells

1
+$1.73M
2
+$764K
3
+$496K
4
AFL icon
Aflac
AFL
+$364K
5
VZ icon
Verizon
VZ
+$283K

Sector Composition

1 Technology 19.7%
2 Industrials 12.76%
3 Consumer Discretionary 11.25%
4 Healthcare 9.91%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.54%
12,789
+285
52
$616K 0.54%
3,840
-750
53
$576K 0.51%
13,210
-725
54
$547K 0.48%
8,194
-400
55
$537K 0.47%
8,040
56
$528K 0.46%
22,055
-20,725
57
$521K 0.46%
33,891
58
$476K 0.42%
18,595
-6,379
59
$451K 0.4%
3,663
60
$445K 0.39%
8,887
-15,259
61
$439K 0.39%
13,600
62
$433K 0.38%
2,842
-700
63
$427K 0.37%
1,120
-85
64
$427K 0.37%
6,205
65
$408K 0.36%
8,466
66
$398K 0.35%
4,995
+220
67
$371K 0.33%
4,628
+1,095
68
$363K 0.32%
3,487
-357
69
$338K 0.3%
3,827
+65
70
$334K 0.29%
2,092
71
$324K 0.28%
7,602
72
$307K 0.27%
7,489
73
$273K 0.24%
4,623
-4,800
74
$265K 0.23%
3,870
+430
75
$252K 0.22%
6,958
1 2
3
4