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
$145M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$642K
3
+$586K
4
AMT icon
American Tower
AMT
+$515K
5
ESS icon
Essex Property Trust
ESS
+$241K

Top Sells

1
+$726K
2
+$324K
3
+$277K
4
ORCL icon
Oracle
ORCL
+$277K
5
TGT icon
Target
TGT
+$252K

Sector Composition

1 Industrials 18.67%
2 Technology 18.12%
3 Financials 11.69%
4 Healthcare 9.04%
5 Real Estate 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.51%
3,338
52
$717K 0.49%
9,152
-127
53
$701K 0.48%
9,321
-265
54
$642K 0.44%
+6,979
55
$640K 0.44%
4,519
56
$632K 0.44%
2,400
57
$619K 0.43%
8,185
58
$608K 0.42%
16,298
59
$605K 0.42%
936
-74
60
$593K 0.41%
2,791
-656
61
$584K 0.4%
6,027
62
$563K 0.39%
7,200
63
$559K 0.38%
13,113
-245
64
$544K 0.37%
10,687
+1,640
65
$539K 0.37%
8,219
-1,500
66
$531K 0.37%
15,463
67
$515K 0.35%
+3,130
68
$505K 0.35%
7,645
-400
69
$491K 0.34%
20,823
70
$471K 0.32%
1,778
71
$460K 0.32%
3,913
72
$428K 0.29%
12,846
+1,650
73
$418K 0.29%
3,440
+450
74
$384K 0.26%
7,680
-375
75
$377K 0.26%
2,587
-300
1 2
3
4