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
$139M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.07M
3
+$696K
4
GD icon
General Dynamics
GD
+$639K
5
TFC icon
Truist Financial
TFC
+$367K

Top Sells

1
+$1.29M
2
+$906K
3
+$372K
4
IBM icon
IBM
IBM
+$305K
5
FAST icon
Fastenal
FAST
+$288K

Sector Composition

1 Industrials 18.52%
2 Technology 18.19%
3 Healthcare 12.05%
4 Consumer Discretionary 11.35%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.18%
6,958
77
$248K 0.18%
4,438
-980
78
$241K 0.17%
4,137
79
$227K 0.16%
+5,766
80
– –
-2,538
1 2 3
4