LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$566K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$275K

Top Sells

1
+$896K
2
+$480K
3
+$210K
4
MSFT icon
Microsoft
MSFT
+$136K
5
AFL icon
Aflac
AFL
+$89.4K

Sector Composition

1 Technology 19.13%
2 Industrials 13.68%
3 Consumer Discretionary 12.32%
4 Healthcare 11.24%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.55%
5,478
-288
52
$688K 0.54%
8,040
53
$663K 0.52%
13,114
54
$642K 0.5%
5,365
55
$633K 0.49%
24,360
56
$606K 0.47%
10,226
+110
57
$565K 0.44%
3,680
+65
58
$562K 0.44%
9,975
+75
59
$539K 0.42%
6,685
+1,205
60
$520K 0.4%
7,994
61
$467K 0.36%
15,784
-2,927
62
$460K 0.36%
9,017
63
$453K 0.35%
11,280
-1,930
64
$441K 0.34%
3,663
65
$435K 0.34%
7,489
66
$432K 0.34%
33,635
67
$430K 0.33%
2,842
68
$397K 0.31%
1,220
69
$371K 0.29%
2,967
-20
70
$370K 0.29%
2,882
-336
71
$361K 0.28%
13,600
72
$357K 0.28%
2,092
73
$355K 0.28%
2,105
-20
74
$326K 0.25%
3,827
75
$288K 0.22%
9,385
1 2
3
4