LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.72M
3
+$624K
4
CMCSA icon
Comcast
CMCSA
+$363K
5
DLR icon
Digital Realty Trust
DLR
+$353K

Top Sells

1
+$710K
2
+$580K
3
+$339K
4
PII icon
Polaris
PII
+$298K
5
LEG icon
Leggett & Platt
LEG
+$280K

Sector Composition

1 Industrials 19.52%
2 Technology 18.6%
3 Financials 11.35%
4 Healthcare 7.98%
5 Consumer Staples 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.25%
5,533
+762
77
$376K 0.25%
7,646
+235
78
$373K 0.25%
3,045
+3
79
$338K 0.22%
1,808
-122
80
$312K 0.21%
3,191
81
$311K 0.21%
7,733
+868
82
$308K 0.2%
2,075
-552
83
$283K 0.19%
4,335
84
$277K 0.18%
2,325
85
$264K 0.17%
3,505
-210
86
$263K 0.17%
2,350
87
$261K 0.17%
7,740
88
$257K 0.17%
3,233
+143
89
$240K 0.16%
+650
90
$230K 0.15%
2,987
91
$227K 0.15%
2,190
92
– –
-4,485
93
– –
-6,822
1 2 3
4