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
$175M
AUM Growth
-$762K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.76M
3
+$1.06M
4
WEC icon
WEC Energy
WEC
+$784K
5
PAYX icon
Paychex
PAYX
+$701K

Top Sells

1
+$3.16M
2
+$1.3M
3
+$1.27M
4
CCI icon
Crown Castle
CCI
+$975K
5
WHR icon
Whirlpool
WHR
+$380K

Sector Composition

1 Technology 22.37%
2 Industrials 15.95%
3 Financials 13.53%
4 Healthcare 8.53%
5 Real Estate 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.22%
2,213
+160
77
$375K 0.21%
7,805
-26,492
78
$371K 0.21%
4,043
+481
79
$351K 0.2%
2,062
-285
80
$351K 0.2%
2,365
-1,325
81
$346K 0.2%
4,515
82
$335K 0.19%
3,280
-600
83
$332K 0.19%
708
+8
84
$328K 0.19%
4,282
85
$297K 0.17%
2,187
+17
86
$265K 0.15%
1,801
-726
87
$257K 0.15%
4,700
-1,000
88
$244K 0.14%
1,000
-55
89
$238K 0.14%
675
90
$235K 0.13%
+485
91
$230K 0.13%
3,250
92
$229K 0.13%
2,180
93
$219K 0.12%
2,000
-75
94
$215K 0.12%
1,985
+175
95
$215K 0.12%
2,294
-693
96
$205K 0.12%
1,080
+100
97
– –
-2,996
98
– –
-10,747
99
– –
-1,910
100
– –
-650
1 2 3
4
5