LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
This Quarter Return
+8.74%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$124M
AUM Growth
+$124M
(+6.8%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
42.92%
Holding
76
New
3
Increased
11
Reduced
32
Closed
2
Top Buys
| 1 |
Cummins
CMI
|
$1.12M |
| 2 |
Ventas
VTR
|
$956K |
| 3 |
Enterprise Products Partners
EPD
|
$596K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$594K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$370K |
Top Sells
| 1 |
Caterpillar
CAT
|
$1.08M |
| 2 |
IBM
IBM
|
$619K |
| 3 |
Valero Energy
VLO
|
$566K |
| 4 |
Telefonica
TEF
|
$556K |
| 5 |
Fastenal
FAST
|
$418K |
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Industrials | 13.67% |
| 3 | Healthcare | 11.31% |
| 4 | Materials | 9.73% |
| 5 | Energy | 9.22% |