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

Top Sells

1 +$1.23M
2 +$441K
3 +$432K
4
PXD
Pioneer Natural Resource Co.
PXD
+$430K
5
BA icon
Boeing
BA
+$397K

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
-955
78
-1,220
79
-3,663
80
-19,228
81
-33,635
82
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83
-3,009
84
-2,327
85
-11,250
86
-928
87
-2,842