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
$118M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$680K
3
+$406K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$306K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$289K

Top Sells

1
+$1.03M
2
+$794K
3
+$660K
4
VTR icon
Ventas
VTR
+$503K
5
XOM icon
Exxon Mobil
XOM
+$468K

Sector Composition

1 Technology 22%
2 Industrials 17.8%
3 Healthcare 13.58%
4 Consumer Discretionary 11.34%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,805
77
– –
-16,199
78
– –
-15,446
79
– –
-15,009
80
– –
-7,410
81
– –
-31,025
82
– –
-10,468
1 2 3
4