LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$515K
2
+$490K
3
+$443K
4
TGT icon
Target
TGT
+$318K
5
APD icon
Air Products & Chemicals
APD
+$292K

Top Sells

1
+$1.49M
2
+$470K
3
+$259K
4
PII icon
Polaris
PII
+$211K
5
TROW icon
T. Rowe Price
TROW
+$204K

Sector Composition

1 Technology 20.47%
2 Industrials 17.41%
3 Financials 12.44%
4 Real Estate 8.46%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.22%
2,347
-40
77
$377K 0.21%
3,530
-120
78
$373K 0.2%
3,075
79
$355K 0.19%
3,321
-1,011
80
$351K 0.19%
7,740
81
$330K 0.18%
4,282
82
$325K 0.18%
3,537
+50
83
$323K 0.18%
662
+12
84
$315K 0.17%
2,350
85
$310K 0.17%
2,987
86
$306K 0.17%
8,053
-2,444
87
$305K 0.17%
3,396
88
$289K 0.16%
1,055
89
$279K 0.15%
3,303
90
$275K 0.15%
2,075
91
$271K 0.15%
3,454
+779
92
$230K 0.13%
+1,285
93
$230K 0.13%
2,180
-10
94
$226K 0.12%
1,860
95
$226K 0.12%
485
96
$203K 0.11%
+4,835
97
$201K 0.11%
1,527
98
– –
-675
99
– –
-25,258
100
– –
-4,937
1 2 3
4
5