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
$129M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.5M
3
+$534K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$432K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$292K

Top Sells

1
+$2.97M
2
+$975K
3
+$864K
4
DLR icon
Digital Realty Trust
DLR
+$579K
5
NUS icon
Nu Skin
NUS
+$402K

Sector Composition

1 Technology 16.01%
2 Industrials 13.54%
3 Energy 9.01%
4 Healthcare 8.98%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.18%
2,600
77
$229K 0.18%
11,020
78
$221K 0.17%
2,467
+17
79
$218K 0.17%
+9,200
80
$218K 0.17%
+4,794
81
$217K 0.17%
2,227
+200
82
$216K 0.17%
6,763
83
$210K 0.16%
+1,600
84
$207K 0.16%
1,894
85
$200K 0.16%
+640
86
$159K 0.12%
4,677
87
– –
-6,896
1 2 3
4