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
$132M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$1.54M
3 +$1.46M
4
CAH icon
Cardinal Health
CAH
+$1.25M
5
VLO icon
Valero Energy
VLO
+$466K

Sector Composition

1 Technology 13.86%
2 Healthcare 12.63%
3 Energy 11.7%
4 Materials 9.38%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$100K 0.08%
16,569
-16,569
77
$77K 0.06%
11,914
78
$32K 0.02%
+10,700
79
-2,463
80
-22,170
81
-2,475