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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$6.72M
2 +$6.4M
3 +$6.38M
4
INTC icon
Intel
INTC
+$6.14M
5
SPLS
Staples Inc
SPLS
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.91%
2 Technology 13.89%
3 Healthcare 11.52%
4 Communication Services 9.37%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$253K 0.19%
+4,951
77
$252K 0.18%
+7,072
78
$244K 0.18%
+2,804
79
$232K 0.17%
+2,575
80
$207K 0.15%
+21,914