LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$3.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.15M
3
+$988K
4
CTVA icon
Corteva
CTVA
+$640K
5
MDT icon
Medtronic
MDT
+$606K

Top Sells

1
+$1.35M
2
+$701K
3
+$528K
4
TUP
Tupperware Brands Corporation
TUP
+$476K
5
NGG icon
National Grid
NGG
+$445K

Sector Composition

1 Technology 19.15%
2 Industrials 12.81%
3 Consumer Discretionary 12.6%
4 Healthcare 10.62%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.22%
9,385
77
$251K 0.21%
6,958
78
$248K 0.21%
3,009
79
$218K 0.18%
2,327
80
$207K 0.18%
+3,180
81
– –
-2,066
82
– –
-22,055
83
– –
-9,014
84
– –
-12,920
85
– –
-18,595
86
– –
-3,750
1 2 3
4