LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.03M
3
+$1.85M
4
TMUS icon
T-Mobile US
TMUS
+$1.85M
5
PLD icon
Prologis
PLD
+$512K

Top Sells

1
+$1.72M
2
+$1.1M
3
+$1.09M
4
SLB icon
SLB Ltd
SLB
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$742K

Sector Composition

1 Technology 23.1%
2 Industrials 15.25%
3 Financials 13.07%
4 Healthcare 7.96%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$481K 0.27%
1,786
77
$468K 0.26%
7,687
+41
78
$465K 0.26%
4,313
+400
79
$449K 0.25%
4,450
-4,535
80
$405K 0.22%
7,680
-125
81
$405K 0.22%
7,740
82
$396K 0.22%
717
+9
83
$353K 0.2%
4,568
+53
84
$344K 0.19%
675
85
$343K 0.19%
+484
86
$338K 0.19%
4,700
87
$327K 0.18%
2,215
-150
88
$304K 0.17%
3,313
-730
89
$299K 0.17%
2,970
-310
90
$271K 0.15%
2,747
-7,385
91
$268K 0.15%
+1,820
92
$246K 0.14%
1,123
+43
93
$239K 0.13%
1,050
+50
94
$228K 0.13%
2,000
95
$224K 0.12%
1,651
-536
96
$216K 0.12%
1,801
97
$216K 0.12%
485
98
$206K 0.11%
+650
99
$203K 0.11%
+3,563
100
– –
-2,294
1 2 3
4
5