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
$176M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$380K
3
+$262K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$231K

Top Sells

1
+$1.95M
2
+$1.08M
3
+$521K
4
INTC icon
Intel
INTC
+$452K
5
ESS icon
Essex Property Trust
ESS
+$442K

Sector Composition

1 Technology 21.63%
2 Industrials 16.91%
3 Financials 13.57%
4 Real Estate 7.9%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$830K 0.47%
10,737
+427
52
$806K 0.46%
3,058
-200
53
$779K 0.44%
29,370
-1,115
54
$765K 0.44%
9,962
-150
55
$758K 0.43%
7,830
56
$719K 0.41%
2,400
57
$682K 0.39%
6,027
58
$671K 0.38%
11,700
+4,000
59
$670K 0.38%
5,700
60
$650K 0.37%
7,295
61
$611K 0.35%
45,084
62
$581K 0.33%
11,117
63
$569K 0.32%
7,445
64
$563K 0.32%
4,885
+270
65
$562K 0.32%
15,463
66
$552K 0.31%
3,690
-100
67
$517K 0.29%
4,219
68
$513K 0.29%
500
69
$444K 0.25%
5,562
-2,049
70
$421K 0.24%
3,913
71
$418K 0.24%
1,786
72
$410K 0.23%
2,527
-3,205
73
$405K 0.23%
7,771
-171
74
$393K 0.22%
2,347
75
$386K 0.22%
3,880
+350
1 2
3
4 5