LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
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 Buys

1 +$1.12M
2 +$956K
3 +$596K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$594K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$370K

Top Sells

1 +$1.08M
2 +$619K
3 +$566K
4
TEF icon
Telefonica
TEF
+$556K
5
FAST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,804