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
$146M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.72M
3
+$1.65M
4
DLR icon
Digital Realty Trust
DLR
+$915K
5
DOC icon
Healthpeak Properties
DOC
+$498K

Top Sells

1
+$1.89M
2
+$413K
3
+$389K
4
SYY icon
Sysco
SYY
+$386K
5
USB icon
US Bancorp
USB
+$313K

Sector Composition

1 Energy 18.53%
2 Technology 12.92%
3 Materials 11.49%
4 Healthcare 10.85%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$260K 0.18%
5,023
+14
77
$256K 0.18%
3,177
78
$211K 0.15%
+8,300
79
$202K 0.14%
11,914
-10,000
80
$200K 0.14%
9,385
81
– –
-12,400
82
– –
-2,863
83
– –
-3,400
1 2 3
4