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
$170M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$351K
3
+$304K
4
NEE icon
NextEra Energy
NEE
+$234K
5
UPS icon
United Parcel Service
UPS
+$233K

Top Sells

1
+$460K
2
+$421K
3
+$397K
4
USB icon
US Bancorp
USB
+$265K
5
SLG icon
SL Green Realty
SLG
+$224K

Sector Composition

1 Technology 21.9%
2 Industrials 16.25%
3 Financials 12.21%
4 Healthcare 8.54%
5 Real Estate 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.41%
9,106
52
$690K 0.41%
2,400
53
$689K 0.41%
22,252
-250
54
$683K 0.4%
45,084
55
$671K 0.39%
13,132
+1,145
56
$671K 0.39%
7,830
57
$661K 0.39%
4,219
58
$653K 0.38%
18,361
+1,965
59
$626K 0.37%
6,027
60
$619K 0.36%
7,868
-69
61
$615K 0.36%
10,262
62
$611K 0.36%
7,295
63
$595K 0.35%
22,959
+1,845
64
$589K 0.35%
3,790
65
$583K 0.34%
12,792
66
$577K 0.34%
15,463
67
$557K 0.33%
5,700
68
$531K 0.31%
7,445
69
$470K 0.28%
4,937
-4,420
70
$450K 0.27%
3,913
71
$450K 0.27%
4,223
+620
72
$443K 0.26%
4,332
+65
73
$425K 0.25%
1,786
74
$407K 0.24%
7,661
-120
75
$394K 0.23%
2,387
1 2
3
4