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
$133M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$552K
3
+$491K
4
TFC icon
Truist Financial
TFC
+$476K
5
TGT icon
Target
TGT
+$388K

Top Sells

1
+$794K
2
+$455K
3
+$414K
4
ADM icon
Archer Daniels Midland
ADM
+$296K
5
T icon
AT&T
T
+$287K

Sector Composition

1 Technology 17.25%
2 Industrials 16.88%
3 Healthcare 16.08%
4 Consumer Staples 9.14%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.24%
3,191
77
$297K 0.22%
6,600
-339
78
$294K 0.22%
3,664
79
$288K 0.22%
3,715
80
$286K 0.21%
+2,023
81
$268K 0.2%
2,350
-24
82
$253K 0.19%
2,815
83
$250K 0.19%
5,435
+200
84
$222K 0.17%
5,300
85
$196K 0.15%
18,500
86
– –
-4,590
87
– –
-1,251
88
– –
-3,325
89
– –
-600
90
– –
-16,067
91
– –
-1,518
1 2 3
4