LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.03M
3
+$1.85M
4
TMUS icon
T-Mobile US
TMUS
+$1.85M
5
PLD icon
Prologis
PLD
+$512K

Top Sells

1
+$1.72M
2
+$1.1M
3
+$1.09M
4
SLB icon
SLB Ltd
SLB
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$742K

Sector Composition

1 Technology 23.1%
2 Industrials 15.25%
3 Financials 13.07%
4 Healthcare 7.96%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.5%
5,960
-91
52
$859K 0.48%
9,427
-860
53
$839K 0.46%
10,655
-175
54
$819K 0.45%
30,901
-315
55
$814K 0.45%
2,790
56
$803K 0.44%
7,710
+515
57
$800K 0.44%
10,102
-317
58
$775K 0.43%
22,939
-29,845
59
$722K 0.4%
44,984
60
$715K 0.4%
3,925
+240
61
$704K 0.39%
2,400
62
$688K 0.38%
4,354
+2,369
63
$676K 0.37%
11,538
-1,029
64
$654K 0.36%
18,334
-6,655
65
$650K 0.36%
7,295
66
$591K 0.33%
6,225
-2,450
67
$574K 0.32%
15,463
68
$567K 0.31%
4,219
69
$564K 0.31%
7,445
70
$550K 0.3%
6,312
-780
71
$548K 0.3%
5,010
+100
72
$536K 0.3%
+3,671
73
$534K 0.3%
11,100
-3,090
74
$499K 0.28%
2,744
+531
75
$494K 0.27%
471
1 2
3
4 5