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
$95.6M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$692K
3
+$533K
4
ADP icon
Automatic Data Processing
ADP
+$415K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

Top Sells

1
+$1.23M
2
+$441K
3
+$432K
4
PXD
Pioneer Natural Resource Co.
PXD
+$430K
5
BA icon
Boeing
BA
+$397K

Sector Composition

1 Technology 22.22%
2 Industrials 15.08%
3 Healthcare 13.64%
4 Consumer Discretionary 10.78%
5 Consumer Staples 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.58%
14,502
-2,415
52
$546K 0.57%
3,151
-529
53
$544K 0.57%
5,132
-346
54
$522K 0.55%
47,915
-14,800
55
$416K 0.44%
12,076
+1,850
56
$405K 0.42%
8,870
+830
57
$404K 0.42%
27,705
+10,335
58
$369K 0.39%
22,084
-2,276
59
$358K 0.37%
7,489
60
$326K 0.34%
2,967
61
$299K 0.31%
12,723
-3,061
62
$287K 0.3%
3,568
+1,018
63
$279K 0.29%
3,827
64
$268K 0.28%
2,105
65
$259K 0.27%
+12,165
66
$257K 0.27%
3,870
67
$257K 0.27%
8,420
-597
68
$252K 0.26%
4,370
+1,360
69
$249K 0.26%
2,790
+280
70
$248K 0.26%
4,623
71
$242K 0.25%
7,850
-2,125
72
$219K 0.23%
13,600
73
$209K 0.22%
+1,620
74
$206K 0.22%
2,217
-665
75
$203K 0.21%
6,600
-1,394
1 2
3
4