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
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$521K
3
+$493K
4
DD icon
DuPont de Nemours
DD
+$270K
5
PSA icon
Public Storage
PSA
+$258K

Top Sells

1
+$2.05M
2
+$849K
3
+$598K
4
DD
Du Pont De Nemours E I
DD
+$561K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$415K

Sector Composition

1 Technology 15.58%
2 Industrials 11.78%
3 Healthcare 10.04%
4 Consumer Discretionary 9.07%
5 Energy 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.21%
5,025
-1,344
77
$263K 0.21%
9,385
78
$236K 0.18%
2,590
-11
79
$234K 0.18%
7,825
80
$233K 0.18%
3,884
81
$228K 0.18%
4,240
82
$215K 0.17%
6,325
-520
83
$214K 0.17%
11,170
84
$213K 0.17%
+2,327
85
$90K 0.07%
3,750
-622
86
– –
-22,525
87
– –
-61,639
88
– –
-6,957
89
– –
-8,836
1 2 3
4