LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$384K
2 +$322K
3 +$225K
4
TFC icon
Truist Financial
TFC
+$177K
5
PII icon
Polaris
PII
+$161K

Top Sells

1 +$232K
2 +$208K
3 +$207K
4
DEO icon
Diageo
DEO
+$175K
5
MSFT icon
Microsoft
MSFT
+$171K

Sector Composition

1 Technology 18.91%
2 Industrials 13.13%
3 Consumer Discretionary 12.68%
4 Healthcare 10.48%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$284K 0.24%
3,870
77
$279K 0.23%
4,623
78
$257K 0.22%
9,385
79
$249K 0.21%
3,009
80
$244K 0.21%
6,958
81
$238K 0.2%
2,327
82
-3,180