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
$128M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$442K
3
+$350K
4
T icon
AT&T
T
+$337K
5
EPD icon
Enterprise Products Partners
EPD
+$287K

Top Sells

1
+$1.35M
2
+$988K
3
+$683K
4
VTR icon
Ventas
VTR
+$510K
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$366K

Sector Composition

1 Technology 20.5%
2 Industrials 17.86%
3 Healthcare 13.14%
4 Consumer Discretionary 10.77%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,134
77
– –
-13,600
78
– –
-12,151
1 2 3
4