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LIM

Loudon Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.15M
3
+$1.04M
4
NEE icon
NextEra Energy
NEE
+$714K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$659K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$775K
4
PM icon
Philip Morris
PM
+$715K
5
AMGN icon
Amgen
AMGN
+$626K

Sector Composition

1 Technology 23.04%
2 Industrials 15.58%
3 Financials 13.17%
4 Healthcare 8.1%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$892K 0.47%
3,271
-3,852
52
$869K 0.45%
6,185
-1,270
53
$853K 0.45%
10,816
+161
54
$843K 0.44%
4,519
+165
55
$770K 0.4%
2,728
-1,208
56
$762K 0.4%
11,538
57
$718K 0.38%
4,219
58
$709K 0.37%
44,984
59
$693K 0.36%
2,400
60
$690K 0.36%
+5,760
61
$667K 0.35%
7,295
62
$664K 0.35%
24,336
-6,565
63
$629K 0.33%
5,292
+282
64
$628K 0.33%
5,480
-2,230
65
$617K 0.32%
15,463
66
$614K 0.32%
3,671
67
$613K 0.32%
7,445
68
$601K 0.31%
6,312
69
$557K 0.29%
2,936
+192
70
$549K 0.29%
471
71
$502K 0.26%
7,722
+35
72
$487K 0.26%
4,322
+9
73
$440K 0.23%
733
+16
74
$417K 0.22%
7,740
75
$414K 0.22%
6,925
-755
1 2
3
4 5