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LIM

Loudon Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.15M
3
+$1.04M
4
NEE icon
NextEra Energy
NEE
+$714K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$659K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$775K
4
PM icon
Philip Morris
PM
+$715K
5
AMGN icon
Amgen
AMGN
+$626K

Sector Composition

1 Technology 23.04%
2 Industrials 15.58%
3 Financials 13.17%
4 Healthcare 8.1%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.21%
1,476
-310
77
$385K 0.2%
484
78
$366K 0.19%
4,684
+116
79
$358K 0.19%
8,147
-25,893
80
$354K 0.19%
3,490
-2,735
81
$347K 0.18%
+1,425
82
$331K 0.17%
675
83
$312K 0.16%
2,215
84
$304K 0.16%
3,313
85
$296K 0.15%
5,740
-200
86
$289K 0.15%
650
87
$253K 0.13%
+1,700
88
$248K 0.13%
1,050
89
$247K 0.13%
1,123
90
$237K 0.12%
7,556
-10,778
91
$230K 0.12%
4,700
92
$210K 0.11%
3,506
-57
93
$208K 0.11%
+1,527
94
$206K 0.11%
+2,180
95
– –
-1,801
96
– –
-3,925
97
– –
-2,000
98
– –
-1,651
99
– –
-22,939
100
– –
-11,100
1 2 3
4
5