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
$128M
AUM Growth
-$543K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.2M
3
+$253K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K
5
HOG icon
Harley-Davidson
HOG
+$222K

Top Sells

1
+$1.86M
2
+$549K
3
+$431K
4
DOC icon
Healthpeak Properties
DOC
+$273K
5
TUP
Tupperware Brands Corporation
TUP
+$257K

Sector Composition

1 Technology 15.96%
2 Industrials 14.75%
3 Energy 8.75%
4 Healthcare 8.05%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.19%
4,794
77
$239K 0.19%
11,020
78
$223K 0.17%
9,200
79
$222K 0.17%
+3,800
80
$217K 0.17%
1,894
81
$214K 0.17%
2,344
+117
82
$211K 0.16%
2,515
+48
83
$206K 0.16%
1,950
+350
84
$203K 0.16%
6,763
85
$201K 0.16%
+2,327
86
$186K 0.15%
4,772
+95
87
– –
-640
88
– –
-7,889
89
$0 ﹤0.01%
12,517
+60
1 2 3
4