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
$162M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$612K
3
+$540K
4
TGT icon
Target
TGT
+$433K
5
O icon
Realty Income
O
+$321K

Top Sells

1
+$1.19M
2
+$517K
3
+$491K
4
PFE icon
Pfizer
PFE
+$470K
5
LEG icon
Leggett & Platt
LEG
+$293K

Sector Composition

1 Technology 18.77%
2 Industrials 18.5%
3 Financials 12.44%
4 Healthcare 8.45%
5 Real Estate 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.24%
3,913
77
$381K 0.24%
3,045
78
$379K 0.23%
2,587
79
$354K 0.22%
1,786
80
$327K 0.2%
4,335
81
$310K 0.19%
2,075
82
$300K 0.19%
3,191
83
$292K 0.18%
1,155
-623
84
$291K 0.18%
7,740
85
$280K 0.17%
2,350
86
$266K 0.16%
650
87
$265K 0.16%
9,210
-16,342
88
$255K 0.16%
2,787
+451
89
$254K 0.16%
2,190
90
$238K 0.15%
3,120
91
$238K 0.15%
2,987
92
$217K 0.13%
+1,627
93
$206K 0.13%
6,400
-105
94
$202K 0.13%
1,965
-11,594
95
– –
-2,150
96
– –
-20,823
1 2 3
4