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
$157M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$344K
3
+$330K
4
COP icon
ConocoPhillips
COP
+$203K
5
HRL icon
Hormel Foods
HRL
+$202K

Top Sells

1
+$1.08M
2
+$445K
3
+$166K
4
VLO icon
Valero Energy
VLO
+$164K
5
EXR icon
Extra Space Storage
EXR
+$148K

Sector Composition

1 Technology 20.07%
2 Industrials 17.44%
3 Healthcare 13.34%
4 Consumer Discretionary 9.81%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$826K 0.53%
3,963
52
$825K 0.53%
6,389
+10
53
$823K 0.53%
10,184
+655
54
$782K 0.5%
10,926
-45
55
$775K 0.49%
13,231
-500
56
$744K 0.47%
19,058
-2,159
57
$722K 0.46%
14,783
+4,135
58
$689K 0.44%
8,769
59
$614K 0.39%
2,615
60
$602K 0.38%
4,213
+50
61
$572K 0.37%
11,001
+6,609
62
$531K 0.34%
3,003
63
$508K 0.32%
5,170
64
$504K 0.32%
5,500
65
$498K 0.32%
5,155
66
$482K 0.31%
1,995
+80
67
$480K 0.31%
2,937
68
$480K 0.31%
35,640
69
$462K 0.29%
9,110
-100
70
$410K 0.26%
5,464
-2,184
71
$408K 0.26%
4,753
-62
72
$387K 0.25%
18,500
73
$381K 0.24%
6,850
+150
74
$368K 0.23%
1,210
+215
75
$359K 0.23%
9,196
-1,700
1 2
3
4