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
$162M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$612K
3
+$540K
4
TGT icon
Target
TGT
+$433K
5
O icon
Realty Income
O
+$321K

Top Sells

1
+$1.19M
2
+$517K
3
+$491K
4
PFE icon
Pfizer
PFE
+$470K
5
LEG icon
Leggett & Platt
LEG
+$293K

Sector Composition

1 Technology 18.77%
2 Industrials 18.5%
3 Financials 12.44%
4 Healthcare 8.45%
5 Real Estate 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.47%
18,915
-3,496
52
$762K 0.47%
13,270
+5,590
53
$760K 0.47%
936
54
$758K 0.47%
9,357
+3,883
55
$736K 0.46%
16,298
56
$732K 0.45%
2,400
57
$710K 0.44%
9,221
-100
58
$675K 0.42%
12,975
-138
59
$664K 0.41%
8,062
-1,090
60
$663K 0.41%
6,027
61
$660K 0.41%
13,047
+2,360
62
$645K 0.4%
7,295
-890
63
$608K 0.38%
3,790
+350
64
$602K 0.37%
4,942
-625
65
$578K 0.36%
15,463
66
$569K 0.35%
7,830
-389
67
$561K 0.35%
4,319
-200
68
$559K 0.35%
7,645
69
$540K 0.33%
+21,273
70
$518K 0.32%
7,200
71
$465K 0.29%
12,896
+50
72
$461K 0.29%
4,845
+1,635
73
$460K 0.28%
5,576
74
$433K 0.27%
8,481
+1,610
75
$424K 0.26%
4,825
1 2
3
4