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
$125M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.98M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$411K
5
SLB icon
SLB Ltd
SLB
+$336K

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1.37M
4
NUS icon
Nu Skin
NUS
+$540K
5
TPR icon
Tapestry
TPR
+$533K

Sector Composition

1 Technology 18.02%
2 Consumer Discretionary 11.67%
3 Industrials 10%
4 Energy 8.67%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.24%
3,777
+1,187
77
$288K 0.23%
4,440
-380
78
$270K 0.22%
9,385
79
$261K 0.21%
2,327
80
$244K 0.2%
3,530
-700
81
$236K 0.19%
11,593
+423
82
$231K 0.19%
6,325
83
$230K 0.18%
6,958
-90
84
$211K 0.17%
+3,084
85
$203K 0.16%
2,512
+80
86
$109K 0.09%
3,750
87
– –
-4,240
88
– –
-7,330
1 2 3
4