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
$141M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$716K
3
+$549K
4
HRL icon
Hormel Foods
HRL
+$437K
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$418K

Top Sells

1
+$1.46M
2
+$647K
3
+$423K
4
EXR icon
Extra Space Storage
EXR
+$314K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$303K

Sector Composition

1 Technology 18.56%
2 Industrials 18.36%
3 Healthcare 12.91%
4 Consumer Discretionary 10.1%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.21%
3,191
-100
77
$298K 0.21%
2,650
78
$294K 0.21%
4,815
-20
79
$255K 0.18%
+995
80
$255K 0.18%
3,379
-61
81
$248K 0.18%
4,223
-215
82
$237K 0.17%
4,392
+255
83
$237K 0.17%
2,995
-1,515
84
$218K 0.16%
989
85
$215K 0.15%
600
86
– –
-6,140
87
– –
-930
88
– –
-3,758
89
– –
-1,696
1 2 3
4