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
$119M
AUM Growth
+$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$322K
3
+$225K
4
TFC icon
Truist Financial
TFC
+$177K
5
PII icon
Polaris
PII
+$161K

Top Sells

1
+$232K
2
+$208K
3
+$207K
4
DEO icon
Diageo
DEO
+$175K
5
MSFT icon
Microsoft
MSFT
+$171K

Sector Composition

1 Technology 18.91%
2 Industrials 13.13%
3 Consumer Discretionary 12.68%
4 Healthcare 10.48%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.59%
5,365
-525
52
$638K 0.54%
8,040
53
$619K 0.52%
13,114
+325
54
$560K 0.47%
10,116
55
$549K 0.46%
3,615
-120
56
$528K 0.44%
9,900
+3,325
57
$524K 0.44%
18,711
-5,078
58
$464K 0.39%
1,220
+100
59
$455K 0.38%
7,994
60
$451K 0.38%
13,210
61
$443K 0.37%
5,480
+485
62
$440K 0.37%
33,635
63
$434K 0.37%
3,663
64
$425K 0.36%
9,017
65
$384K 0.32%
+2,470
66
$372K 0.31%
2,987
-500
67
$357K 0.3%
2,842
68
$348K 0.29%
7,489
69
$347K 0.29%
2,125
-1,070
70
$344K 0.29%
3,218
-1,410
71
$338K 0.28%
2,092
72
$331K 0.28%
13,600
73
$322K 0.27%
+2,344
74
$311K 0.26%
6,255
+275
75
$291K 0.24%
3,827
1 2
3
4