LIM
Loudon Investment Management Portfolio holdings
AUM $181M
This Quarter Return
+1.29%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$175M
AUM Growth
-$762K (-0.4%)
Cap. Flow
+$978K
Cap. Flow % of AUM
0.56%
Top 10 Holdings %Top 10 Hldgs %
36.92%
Holding
101
New
5
Increased
36
Reduced
34
Closed
5
Top Buys
| 1 | $2M | |
| 2 | $1.76M | |
| 3 | $1.06M | |
| 4 | $784K | |
| 5 | $701K |
Top Sells
| 1 | $3.16M | |
| 2 | $1.3M | |
| 3 | $1.27M | |
| 4 | $975K | |
| 5 | $380K |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Industrials | 15.95% |
| 3 | Financials | 13.53% |
| 4 | Healthcare | 8.53% |
| 5 | Real Estate | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $873K | 0.5% | 31,216 +195 | +0.6% | +$5.45K | |||
| $864K | 0.49% | 14,190 +2,490 | +21% | +$152K | |||
| $863K | 0.49% | 10,287 +325 | +3% | +$27.3K | |||
| $849K | 0.48% | 8,675 -2,395 | -22% | -$234K | |||
| $848K | 0.48% | 10,830 +93 | +0.9% | +$7.28K | |||
| $830K | 0.47% | 8,610 +780 | +10% | +$75.2K | |||
| $784K | 0.45% | +7,195 | New | +$784K | |||
| $760K | 0.43% | 2,790 -268 | -9% | -$73.1K | |||
| $754K | 0.43% | 12,567 +1,450 | +13% | +$87K | |||
| $718K | 0.41% | 2,400 | – | – | |||
| $660K | 0.38% | 7,295 | – | – | |||
| $645K | 0.37% | 44,984 -100 | -0.2% | -$1.43K | |||
| $637K | 0.36% | 7,092 +1,530 | +28% | +$137K | |||
| $611K | 0.35% | 15,463 | – | – | |||
| $585K | 0.33% | 3,685 +610 | +20% | +$96.8K | |||
| $567K | 0.32% | 22,370 -7,000 | -24% | -$177K | |||
| $559K | 0.32% | 7,445 | – | – | |||
| $557K | 0.32% | 4,219 | – | – | |||
| $513K | 0.29% | 4,910 +25 | +0.5% | +$2.61K | |||
| $513K | 0.29% | +4,585 | New | +$513K | |||
| $465K | 0.27% | 3,913 | – | – | |||
| $453K | 0.26% | 1,786 | – | – | |||
| $446K | 0.25% | 471 -29 | -6% | -$27.4K | |||
| $424K | 0.24% | 7,646 -125 | -2% | -$6.93K | |||
| $386K | 0.22% | 7,740 | – | – |
