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 Buys

1
+$1.08M
2
+$692K
3
+$533K
4
ADP icon
Automatic Data Processing
ADP
+$415K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

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
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-1,220
79
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-3,663
80
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-19,228
81
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-33,635
82
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-9,385
83
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-3,009
84
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-2,327
85
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-11,250
86
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-928
87
– –
-2,842
1 2 3
4