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
$176M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$380K
3 +$262K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$231K

Top Sells

1 +$1.95M
2 +$1.08M
3 +$521K
4
INTC icon
Intel
INTC
+$452K
5
ESS icon
Essex Property Trust
ESS
+$442K

Sector Composition

1 Technology 21.63%
2 Industrials 16.91%
3 Financials 13.57%
4 Real Estate 7.9%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-485