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
$118M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.08M
3
+$914K
4
CTVA icon
Corteva
CTVA
+$703K
5
MDT icon
Medtronic
MDT
+$646K

Top Sells

1
+$1.06M
2
+$701K
3
+$528K
4
TUP
Tupperware Brands Corporation
TUP
+$476K
5
NGG icon
National Grid
NGG
+$445K

Sector Composition

1 Technology 19.15%
2 Industrials 12.81%
3 Consumer Discretionary 12.6%
4 Healthcare 10.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$694K 0.59%
5,890
52
$646K 0.55%
+6,635
53
$602K 0.51%
12,789
54
$572K 0.49%
3,735
-105
55
$569K 0.48%
8,040
56
$551K 0.47%
3,195
-700
57
$530K 0.45%
10,116
+1,650
58
$525K 0.45%
13,210
59
$488K 0.41%
7,994
-200
60
$474K 0.4%
33,635
-256
61
$456K 0.39%
3,663
62
$448K 0.38%
9,017
+1,415
63
$437K 0.37%
2,842
64
$408K 0.35%
1,120
65
$402K 0.34%
4,995
66
$401K 0.34%
4,628
67
$394K 0.33%
13,600
68
$382K 0.32%
3,487
69
$346K 0.29%
2,092
70
$323K 0.27%
+6,575
71
$301K 0.26%
3,827
72
$293K 0.25%
7,489
73
$284K 0.24%
5,980
-225
74
$277K 0.24%
3,870
75
$264K 0.22%
4,623
1 2
3
4