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
$133M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$521K
3
+$457K
4
CMCSA icon
Comcast
CMCSA
+$449K
5
APD icon
Air Products & Chemicals
APD
+$331K

Top Sells

1
+$796K
2
+$414K
3
+$411K
4
T icon
AT&T
T
+$287K
5
ADM icon
Archer Daniels Midland
ADM
+$263K

Sector Composition

1 Technology 17.25%
2 Industrials 16.88%
3 Healthcare 16.08%
4 Consumer Staples 9.14%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.56%
2,400
52
$750K 0.56%
8,231
53
$744K 0.56%
10,896
54
$723K 0.54%
6,094
-300
55
$723K 0.54%
8,533
-236
56
$669K 0.5%
6,157
57
$656K 0.49%
13,847
-526
58
$620K 0.46%
2,200
+20
59
$582K 0.44%
11,663
+1,839
60
$544K 0.41%
5,119
61
$538K 0.4%
7,047
-1,025
62
$509K 0.38%
2,990
63
$464K 0.35%
14,740
-2,459
64
$441K 0.33%
5,170
65
$437K 0.33%
18,315
+300
66
$429K 0.32%
5,155
67
$422K 0.32%
2,937
68
$416K 0.31%
3,081
-1,172
69
$407K 0.31%
2,158
+150
70
$403K 0.3%
9,546
+225
71
$389K 0.29%
2,510
-105
72
$380K 0.28%
2,925
-78
73
$375K 0.28%
4,373
+150
74
$349K 0.26%
6,390
+1,637
75
$326K 0.24%
+1,439
1 2
3
4