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

Top Buys

1
+$1.82M
2
+$1.62M
3
+$965K
4
FCX icon
Freeport-McMoran
FCX
+$603K
5
GE icon
GE Aerospace
GE
+$493K

Top Sells

1
+$1.7M
2
+$1.66M
3
+$1.46M
4
CAH icon
Cardinal Health
CAH
+$1.19M
5
SFNC icon
Simmons First National
SFNC
+$451K

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
1 2 3
4