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
$124M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.18M
3
+$1.08M
4
BEN icon
Franklin Resources
BEN
+$423K
5
SBUX icon
Starbucks
SBUX
+$362K

Top Sells

1
+$1.49M
2
+$1.12M
3
+$808K
4
MSFT icon
Microsoft
MSFT
+$680K
5
CSCO icon
Cisco
CSCO
+$568K

Sector Composition

1 Technology 18.4%
2 Industrials 11.36%
3 Consumer Discretionary 10.4%
4 Healthcare 9%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.24%
3,662
+1,150
77
$297K 0.24%
4,440
78
$287K 0.23%
3,255
-2,800
79
$262K 0.21%
9,385
80
$262K 0.21%
2,327
81
$241K 0.19%
3,530
82
$227K 0.18%
+6,425
83
$227K 0.18%
3,084
84
$225K 0.18%
6,958
85
$204K 0.16%
6,325
86
$193K 0.16%
10,150
-1,443
87
$127K 0.1%
3,750
88
– –
-4,931
89
– –
-11,832
90
– –
-5,165
1 2 3
4