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
$134M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$779K
3
+$229K
4
T icon
AT&T
T
+$59.8K
5
TPR icon
Tapestry
TPR
+$21.2K

Top Sells

1
+$2.76M
2
+$1.54M
3
+$1.49M
4
DO
Diamond Offshore Drilling
DO
+$576K
5
INTC icon
Intel
INTC
+$448K

Sector Composition

1 Technology 15.5%
2 Healthcare 12.78%
3 Energy 12.59%
4 Communication Services 8.67%
5 Real Estate 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$163K 0.12%
10,800
77
$80K 0.06%
11,914
78
– –
-4,423
79
– –
-6,450
80
– –
-62,935
81
– –
-16,796
82
– –
-49,350
1 2 3
4