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
$141M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$716K
3
+$549K
4
HRL icon
Hormel Foods
HRL
+$437K
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$418K

Top Sells

1
+$1.46M
2
+$647K
3
+$423K
4
EXR icon
Extra Space Storage
EXR
+$314K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$303K

Sector Composition

1 Technology 18.56%
2 Industrials 18.36%
3 Healthcare 12.91%
4 Consumer Discretionary 10.1%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$762K 0.54%
6,449
52
$753K 0.54%
8,868
53
$752K 0.54%
4,539
+2,018
54
$750K 0.53%
6,379
+37
55
$734K 0.52%
4,370
-1,869
56
$690K 0.49%
10,971
+3,085
57
$688K 0.49%
8,769
-101
58
$551K 0.39%
4,163
+181
59
$540K 0.38%
7,648
-52
60
$533K 0.38%
2,615
-3,173
61
$468K 0.33%
9,210
+600
62
$458K 0.33%
5,170
+105
63
$441K 0.31%
35,640
64
$439K 0.31%
4,910
+280
65
$437K 0.31%
+10,648
66
$434K 0.31%
3,003
67
$434K 0.31%
10,896
+3,938
68
$425K 0.3%
1,915
+120
69
$418K 0.3%
+5,155
70
$411K 0.29%
2,937
-30
71
$387K 0.28%
5,500
72
$375K 0.27%
18,500
73
$371K 0.26%
6,700
+660
74
$322K 0.23%
+2,527
75
$311K 0.22%
5,235
1 2
3
4