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

Top Buys

1 +$1.97M
2 +$1.72M
3 +$1.64M
4
DLR icon
Digital Realty Trust
DLR
+$953K
5
DOC icon
Healthpeak Properties
DOC
+$499K

Top Sells

1 +$1.73M
2 +$460K
3 +$394K
4
SYY icon
Sysco
SYY
+$393K
5
USB icon
US Bancorp
USB
+$325K

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
-3,400
82
-12,400
83
-2,863