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
$147M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.85M
3
+$1.52M
4
O icon
Realty Income
O
+$510K
5
BK icon
Bank of New York Mellon
BK
+$408K

Top Sells

1
+$2.83M
2
+$1.96M
3
+$397K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$371K
5
PSA icon
Public Storage
PSA
+$333K

Sector Composition

1 Industrials 18.79%
2 Technology 18.42%
3 Healthcare 12.78%
4 Consumer Discretionary 10.74%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$775K 0.53%
6,342
+200
52
$748K 0.51%
6,449
53
$746K 0.51%
3,963
+53
54
$740K 0.5%
8,868
-658
55
$729K 0.5%
8,869
+569
56
$690K 0.47%
8,870
57
$601K 0.41%
7,700
58
$533K 0.36%
3,982
-33
59
$510K 0.35%
+7,886
60
$459K 0.31%
5,065
+430
61
$454K 0.31%
2,521
+225
62
$452K 0.31%
3,003
-62
63
$449K 0.31%
35,640
+3,870
64
$438K 0.3%
8,610
+2,200
65
$425K 0.29%
5,500
-500
66
$417K 0.28%
4,630
-115
67
$400K 0.27%
2,967
68
$400K 0.27%
1,795
+125
69
$371K 0.25%
4,510
+1,627
70
$348K 0.24%
4,835
71
$347K 0.24%
6,040
+320
72
$340K 0.23%
18,500
73
$326K 0.22%
3,291
-200
74
$303K 0.21%
1,696
-278
75
$298K 0.2%
5,235
1 2
3
4