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
$182M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$515K
2
+$490K
3
+$443K
4
TGT icon
Target
TGT
+$318K
5
APD icon
Air Products & Chemicals
APD
+$292K

Top Sells

1
+$1.49M
2
+$470K
3
+$259K
4
PII icon
Polaris
PII
+$211K
5
TROW icon
T. Rowe Price
TROW
+$204K

Sector Composition

1 Technology 20.47%
2 Industrials 17.41%
3 Financials 12.44%
4 Real Estate 8.46%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.48%
2,400
52
$811K 0.44%
10,310
+1,204
53
$782K 0.43%
19,261
+900
54
$757K 0.41%
45,084
55
$727K 0.4%
10,112
-150
56
$715K 0.39%
25,386
+2,427
57
$711K 0.39%
7,295
58
$708K 0.39%
7,830
59
$687K 0.38%
6,027
60
$685K 0.38%
7,611
-257
61
$683K 0.37%
3,790
62
$670K 0.37%
13,132
63
$625K 0.34%
5,700
64
$596K 0.33%
15,463
65
$581K 0.32%
7,445
66
$570K 0.31%
4,219
67
$567K 0.31%
11,117
-1,675
68
$540K 0.3%
4,615
+392
69
$475K 0.26%
500
70
$459K 0.25%
3,913
71
$456K 0.25%
1,786
72
$454K 0.25%
7,942
+281
73
$452K 0.25%
19,282
-2,970
74
$443K 0.24%
+7,700
75
$428K 0.23%
3,010
+20
1 2
3
4 5