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
$144M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.22M
3
+$745K
4
DLR icon
Digital Realty Trust
DLR
+$713K
5
VZ icon
Verizon
VZ
+$602K

Top Sells

1
+$1.93M
2
+$843K
3
+$661K
4
MRK icon
Merck
MRK
+$490K
5
CMI icon
Cummins
CMI
+$446K

Sector Composition

1 Industrials 19.23%
2 Technology 18.53%
3 Healthcare 9.4%
4 Financials 8.92%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$745K 0.52%
+9,250
52
$729K 0.5%
9,041
-10,457
53
$725K 0.5%
2,400
54
$710K 0.49%
6,822
-125
55
$683K 0.47%
3,348
+326
56
$680K 0.47%
8,185
57
$676K 0.47%
1,010
58
$675K 0.47%
15,463
59
$633K 0.44%
18,549
+11,383
60
$632K 0.44%
10,908
61
$631K 0.44%
4,519
-300
62
$621K 0.43%
8,045
63
$608K 0.42%
9,605
64
$606K 0.42%
5,982
-175
65
$579K 0.4%
11,497
-2,100
66
$537K 0.37%
+14,902
67
$498K 0.35%
20,430
+315
68
$487K 0.34%
2,990
69
$482K 0.33%
6,976
70
$465K 0.32%
5,100
+80
71
$439K 0.3%
7,200
72
$437K 0.3%
2,937
73
$433K 0.3%
3,946
74
$410K 0.28%
10,746
+300
75
$391K 0.27%
1,711
-49
1 2
3
4