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
$132M
AUM Growth
+$265K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$990K
2
+$889K
3
+$682K
4
ADM icon
Archer Daniels Midland
ADM
+$662K
5
VFC icon
VF Corp
VFC
+$477K

Top Sells

1
+$800K
2
+$650K
3
+$605K
4
DE icon
Deere & Co
DE
+$481K
5
CMI icon
Cummins
CMI
+$432K

Sector Composition

1 Technology 14.35%
2 Industrials 12.03%
3 Healthcare 10.98%
4 Consumer Discretionary 9.67%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.21%
7,048
+90
77
$276K 0.21%
2,335
78
$244K 0.19%
9,385
79
$235K 0.18%
7,825
80
$229K 0.17%
6,845
81
$227K 0.17%
4,240
82
$227K 0.17%
2,601
+134
83
$221K 0.17%
3,884
84
$213K 0.16%
11,170
+150
85
$211K 0.16%
8,836
86
$189K 0.14%
22,525
-13,686
87
$90K 0.07%
4,372
-400
88
– –
-11,920
89
– –
-24,778
1 2 3
4