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
$128M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$566K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$275K

Top Sells

1
+$896K
2
+$480K
3
+$210K
4
MSFT icon
Microsoft
MSFT
+$136K
5
AFL icon
Aflac
AFL
+$89.4K

Sector Composition

1 Technology 19.13%
2 Industrials 13.68%
3 Consumer Discretionary 12.32%
4 Healthcare 11.24%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.22%
4,623
77
$277K 0.22%
6,958
78
$275K 0.21%
+928
79
$266K 0.21%
3,870
80
$259K 0.2%
2,327
81
$256K 0.2%
3,009
82
$234K 0.18%
+2,550
83
$228K 0.18%
+3,010
84
$219K 0.17%
+2,510
85
$217K 0.17%
+11,250
86
– –
-34,385
1 2 3
4