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
+$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.87M
3
+$1.84M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.65M
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$590K

Top Sells

1
+$3.96M
2
+$1.47M
3
+$1.08M
4
CAH icon
Cardinal Health
CAH
+$1.07M
5
SYY icon
Sysco
SYY
+$854K

Sector Composition

1 Technology 15.71%
2 Industrials 11.61%
3 Energy 11.5%
4 Healthcare 11%
5 Materials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.15%
22,705
-9,720
77
$83K 0.06%
16,569
78
$52K 0.04%
11,914
79
– –
-55,520
80
– –
-10,700
81
– –
-52,772
82
– –
-10,800
83
– –
-16,000
1 2 3
4