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
$125M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.35M
3
+$1.06M
4
PEB icon
Pebblebrook Hotel Trust
PEB
+$745K
5
SLB icon
SLB Ltd
SLB
+$627K

Top Sells

1
+$1.27M
2
+$1.21M
3
+$1.01M
4
AFL icon
Aflac
AFL
+$889K
5
MSFT icon
Microsoft
MSFT
+$560K

Sector Composition

1 Technology 15.12%
2 Industrials 13.81%
3 Energy 9.6%
4 Healthcare 9.29%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.16%
+2,027
77
$204K 0.16%
+1,894
78
$201K 0.16%
+6,763
79
$200K 0.16%
+6,896
80
$182K 0.15%
4,677
-244
81
– –
-22,300
82
– –
-2,327
1 2 3
4