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
$116M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$736K
3
+$734K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$585K
5
CVS icon
CVS Health
CVS
+$366K

Top Sells

1
+$1.04M
2
+$522K
3
+$416K
4
BEN icon
Franklin Resources
BEN
+$369K
5
CTVA icon
Corteva
CTVA
+$299K

Sector Composition

1 Technology 22.51%
2 Industrials 15.93%
3 Healthcare 13.76%
4 Consumer Discretionary 11.21%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.18%
+4,745
77
$204K 0.18%
+1,112
78
$201K 0.17%
+2,650
79
– –
-8,420
80
– –
-12,076
81
– –
-22,084
82
– –
-12,723
83
– –
-47,915
84
– –
-10,325
85
– –
-2,217
1 2 3
4