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
$124M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$1.11M
2 +$632K
3 +$613K
4
VLO icon
Valero Energy
VLO
+$545K
5
FAST icon
Fastenal
FAST
+$403K

Sector Composition

1 Technology 16.4%
2 Industrials 13.67%
3 Healthcare 11.31%
4 Materials 9.73%
5 Energy 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,430