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
$116M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.3M
3
+$775K
4
CAH icon
Cardinal Health
CAH
+$743K
5
CVS icon
CVS Health
CVS
+$378K

Top Sells

1
+$1.09M
2
+$522K
3
+$416K
4
BEN icon
Franklin Resources
BEN
+$369K
5
VTR icon
Ventas
VTR
+$327K

Sector Composition

1 Technology 22.51%
2 Industrials 15.93%
3 Healthcare 13.76%
4 Consumer Discretionary 11.21%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.52%
6,649
-1,782
52
$554K 0.48%
2,526
-625
53
$485K 0.42%
8,870
54
$468K 0.4%
10,468
-4,034
55
$452K 0.39%
7,410
-17,865
56
$425K 0.37%
7,489
57
$381K 0.33%
3,303
-1,829
58
$378K 0.33%
+5,815
59
$355K 0.31%
2,967
60
$321K 0.28%
15,446
-12,259
61
$309K 0.27%
12,165
62
$294K 0.25%
4,370
63
$284K 0.25%
3,870
64
$284K 0.25%
7,550
-300
65
$272K 0.23%
2,915
+125
66
$272K 0.23%
+6,680
67
$254K 0.22%
1,620
68
$245K 0.21%
+2,870
69
$243K 0.21%
5,780
-820
70
$243K 0.21%
1,805
-300
71
$236K 0.2%
3,366
-461
72
$228K 0.2%
4,137
-486
73
$225K 0.19%
+26,100
74
$216K 0.19%
13,600
75
$212K 0.18%
6,958
1 2
3
4