LIM
Loudon Investment Management Portfolio holdings
AUM $175M
AUM
$175M
AUM Growth
-$762K (-0.4%)
Cap. Flow
+$3.02M
Cap. Flow % of AUM
1.72%
Top 10 Holdings %Top 10 Hldgs %
36.92%
Holding
101
New
5
Increased
36
Reduced
34
Closed
5
Top Buys
| 1 | $2M | |
| 2 | $1.76M | |
| 3 | $1.06M | |
| 4 | $784K | |
| 5 | $701K |
Top Sells
| 1 | $3.16M | |
| 2 | $1.3M | |
| 3 | $1.27M | |
| 4 | $259K | |
| 5 | $239K |
Sector Composition
| 1 | Technology | 22.52% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -3,321 | Closed | – |
