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
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$624K
4
CMCSA icon
Comcast
CMCSA
+$363K
5
DLR icon
Digital Realty Trust
DLR
+$353K

Top Sells

1
+$710K
2
+$580K
3
+$339K
4
PII icon
Polaris
PII
+$298K
5
LEG icon
Leggett & Platt
LEG
+$280K

Sector Composition

1 Industrials 19.52%
2 Technology 18.6%
3 Financials 11.35%
4 Healthcare 7.98%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.5%
3,447
+99
52
$724K 0.48%
9,586
-375
53
$718K 0.47%
3,338
+30
54
$701K 0.46%
2,400
55
$698K 0.46%
1,010
56
$696K 0.46%
9,250
57
$684K 0.45%
8,185
58
$657K 0.43%
6,027
+45
59
$633K 0.42%
9,719
-1,189
60
$617K 0.41%
15,463
61
$597K 0.39%
8,045
62
$595K 0.39%
13,358
-3,635
63
$556K 0.37%
7,200
64
$530K 0.35%
4,519
65
$504K 0.33%
20,823
+393
66
$490K 0.32%
16,298
+6,344
67
$482K 0.32%
8,055
-1,550
68
$460K 0.3%
9,047
-2,450
69
$445K 0.29%
2,990
70
$441K 0.29%
1,778
+67
71
$438K 0.29%
2,887
-50
72
$420K 0.28%
3,913
-33
73
$416K 0.27%
11,196
+450
74
$412K 0.27%
4,370
-730
75
$406K 0.27%
5,576
-1,400
1 2
3
4