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
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$443K
3
+$352K
4
PFE icon
Pfizer
PFE
+$178K
5
EXR icon
Extra Space Storage
EXR
+$124K

Top Sells

1
+$887K
2
+$873K
3
+$416K
4
SLB icon
SLB Ltd
SLB
+$350K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$250K

Sector Composition

1 Technology 16.95%
2 Industrials 11.67%
3 Healthcare 10.18%
4 Consumer Discretionary 9.6%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.21%
8,300
77
$278K 0.21%
5,025
78
$276K 0.21%
7,048
79
$264K 0.2%
3,884
80
$257K 0.19%
2,432
81
$250K 0.19%
7,825
82
$238K 0.18%
2,590
83
$235K 0.18%
2,327
84
$233K 0.18%
4,240
85
$223K 0.17%
6,325
86
$212K 0.16%
11,170
87
$89K 0.07%
3,750
1 2 3
4