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
$147M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$1.85M
3
+$1.52M
4
O icon
Realty Income
O
+$510K
5
BK icon
Bank of New York Mellon
BK
+$408K

Top Sells

1
+$2.83M
2
+$1.96M
3
+$397K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$371K
5
PSA icon
Public Storage
PSA
+$333K

Sector Composition

1 Industrials 18.79%
2 Technology 18.42%
3 Healthcare 12.78%
4 Consumer Discretionary 10.74%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.19%
2,650
77
$280K 0.19%
3,440
78
$280K 0.19%
4,438
79
$279K 0.19%
6,958
80
$237K 0.16%
989
-58
81
$232K 0.16%
4,137
82
$225K 0.15%
+930
83
$216K 0.15%
+6,140
84
$213K 0.15%
+600
85
$202K 0.14%
3,758
-36,383
86
– –
-3,178
1 2 3
4