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
$139M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.13M
3
+$738K
4
GD icon
General Dynamics
GD
+$710K
5
TFC icon
Truist Financial
TFC
+$391K

Top Sells

1
+$1.39M
2
+$925K
3
+$389K
4
IBM icon
IBM
IBM
+$305K
5
FAST icon
Fastenal
FAST
+$302K

Sector Composition

1 Industrials 18.52%
2 Technology 18.19%
3 Healthcare 12.05%
4 Consumer Discretionary 11.35%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$717K 0.51%
9,526
52
$710K 0.51%
+3,910
53
$698K 0.5%
8,870
54
$682K 0.49%
8,300
+775
55
$558K 0.4%
4,015
-2,800
56
$551K 0.4%
7,700
-400
57
$443K 0.32%
2,296
58
$432K 0.31%
3,065
-1,450
59
$421K 0.3%
4,745
+330
60
$402K 0.29%
2,967
61
$400K 0.29%
4,635
+490
62
$391K 0.28%
6,000
63
$386K 0.28%
31,770
+5,490
64
$371K 0.27%
3,178
-52
65
$345K 0.25%
1,670
+120
66
$332K 0.24%
1,974
-84
67
$327K 0.23%
4,835
68
$325K 0.23%
6,410
+610
69
$316K 0.23%
5,720
+975
70
$310K 0.22%
3,491
71
$290K 0.21%
5,235
+500
72
$271K 0.19%
3,440
-430
73
$268K 0.19%
18,500
74
$267K 0.19%
1,047
75
$260K 0.19%
2,650
1 2
3
4