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
$132M
AUM Growth
+$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.78M
3
+$1.78M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$499K

Top Sells

1
+$3.87M
2
+$1.47M
3
+$1.08M
4
CAH icon
Cardinal Health
CAH
+$1.01M
5
SYY icon
Sysco
SYY
+$825K

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
– –
-52,772
80
– –
-10,800
81
– –
-55,520
82
– –
-16,000
83
– –
-10,700
1 2 3
4