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
$139M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.83M
3
+$1.12M
4
DOC icon
Healthpeak Properties
DOC
+$1.09M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$784K

Top Sells

1
+$781K
2
+$725K
3
+$625K
4
PEB icon
Pebblebrook Hotel Trust
PEB
+$503K
5
ITW icon
Illinois Tool Works
ITW
+$495K

Sector Composition

1 Energy 17.35%
2 Technology 12.82%
3 Healthcare 11.93%
4 Communication Services 9.24%
5 Materials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.2%
3,400
-6,073
77
$261K 0.19%
7,072
78
$251K 0.18%
2,575
79
$246K 0.18%
5,009
+58
80
$245K 0.18%
3,177
-5,570
81
$231K 0.17%
2,863
-1,178
82
$215K 0.16%
+9,385
83
– –
-5,314
84
– –
-2,804
1 2 3
4