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
$145M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$642K
3
+$586K
4
AMT icon
American Tower
AMT
+$515K
5
ESS icon
Essex Property Trust
ESS
+$241K

Top Sells

1
+$726K
2
+$324K
3
+$277K
4
ORCL icon
Oracle
ORCL
+$277K
5
TGT icon
Target
TGT
+$252K

Sector Composition

1 Industrials 18.67%
2 Technology 18.12%
3 Financials 11.69%
4 Healthcare 9.04%
5 Real Estate 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$373K 0.26%
5,474
+2,241
77
$369K 0.25%
5,576
78
$354K 0.24%
4,825
-4,425
79
$350K 0.24%
3,045
80
$323K 0.22%
6,871
-775
81
$303K 0.21%
1,786
-22
82
$295K 0.2%
3,191
83
$294K 0.2%
4,335
84
$284K 0.2%
3,210
-1,160
85
$271K 0.19%
2,350
86
$269K 0.19%
2,075
87
$262K 0.18%
2,190
88
$257K 0.18%
7,740
89
$247K 0.17%
6,505
-1,228
90
$233K 0.16%
650
91
$226K 0.16%
3,120
-385
92
$214K 0.15%
+2,336
93
$212K 0.15%
2,987
94
$203K 0.14%
+2,150
95
– –
-2,325
1 2 3
4