LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
This Quarter Return
-3.24%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$145M
AUM Growth
+$145M
(-4.2%)
Cap. Flow
-$551K
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
35.08%
Holding
95
New
4
Increased
16
Reduced
45
Closed
1
Top Buys
| 1 |
CVS Health
CVS
|
$645K |
| 2 |
Crown Castle
CCI
|
$642K |
| 3 |
Truist Financial
TFC
|
$586K |
| 4 |
American Tower
AMT
|
$515K |
| 5 |
Essex Property Trust
ESS
|
$241K |
Top Sells
| 1 |
Pentair
PNR
|
$726K |
| 2 |
Robert Half
RHI
|
$324K |
| 3 |
Intel
INTC
|
$277K |
| 4 |
Oracle
ORCL
|
$277K |
| 5 |
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% |
