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
$152M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.14M
4
APD icon
Air Products & Chemicals
APD
+$479K
5
VZ icon
Verizon
VZ
+$469K

Top Sells

1
+$2.47M
2
+$1.79M
3
+$909K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$464K
5
AMP icon
Ameriprise Financial
AMP
+$356K

Sector Composition

1 Technology 18.41%
2 Industrials 16.97%
3 Healthcare 15.19%
4 Consumer Staples 8.97%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.54%
6,394
+5
52
$781K 0.51%
3,125
+1,915
53
$755K 0.5%
10,896
-30
54
$741K 0.49%
14,373
-410
55
$734K 0.48%
8,072
-27,109
56
$729K 0.48%
6,157
-292
57
$716K 0.47%
8,769
58
$716K 0.47%
12,626
-605
59
$659K 0.43%
17,199
-1,859
60
$615K 0.41%
2,990
-725
61
$569K 0.37%
2,180
+675
62
$524K 0.35%
4,253
+40
63
$520K 0.34%
5,119
-345
64
$514K 0.34%
5,155
65
$496K 0.33%
9,824
+714
66
$491K 0.32%
5,170
67
$474K 0.31%
18,015
-17,625
68
$457K 0.3%
2,008
+13
69
$452K 0.3%
2,615
70
$449K 0.3%
2,937
71
$430K 0.28%
9,321
+125
72
$426K 0.28%
3,003
73
$414K 0.27%
3,325
-14,406
74
$367K 0.24%
5,300
-200
75
$363K 0.24%
6,939
+89
1 2
3
4