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
$95.6M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$879K
3
+$781K
4
CAH icon
Cardinal Health
CAH
+$577K
5
ADP icon
Automatic Data Processing
ADP
+$489K

Top Sells

1
+$1.23M
2
+$705K
3
+$441K
4
ET icon
Energy Transfer Partners
ET
+$432K
5
PXD
Pioneer Natural Resource Co.
PXD
+$430K

Sector Composition

1 Technology 22.22%
2 Industrials 15.08%
3 Healthcare 13.64%
4 Consumer Discretionary 10.78%
5 Consumer Staples 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.21%
6,958
77
$139K 0.15%
10,325
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84
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-928
87
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-2,842
1 2 3
4