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
$128M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$486K
3
+$358K
4
T icon
AT&T
T
+$339K
5
EPD icon
Enterprise Products Partners
EPD
+$302K

Top Sells

1
+$1.38M
2
+$1.1M
3
+$744K
4
VTR icon
Ventas
VTR
+$510K
5
MSFT icon
Microsoft
MSFT
+$372K

Sector Composition

1 Technology 20.5%
2 Industrials 17.86%
3 Healthcare 13.14%
4 Consumer Discretionary 10.77%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.49%
7,525
52
$481K 0.38%
6,000
-680
53
$464K 0.36%
2,296
-60
54
$458K 0.36%
8,100
-2,415
55
$413K 0.32%
2,967
56
$410K 0.32%
4,415
+1,500
57
$366K 0.29%
3,230
-622
58
$331K 0.26%
3,870
59
$331K 0.26%
4,145
-390
60
$331K 0.26%
2,058
-21
61
$305K 0.24%
2,538
-347
62
$302K 0.24%
1,550
-70
63
$298K 0.23%
6,225
-1,300
64
$294K 0.23%
5,800
+100
65
$289K 0.23%
3,491
66
$281K 0.22%
26,280
67
$265K 0.21%
+4,835
68
$252K 0.2%
4,745
69
$247K 0.19%
2,650
70
$243K 0.19%
4,137
71
$230K 0.18%
+18,500
72
$224K 0.18%
1,047
-5,138
73
$223K 0.17%
6,958
74
$223K 0.17%
+5,418
75
$221K 0.17%
+4,735
1 2
3
4