LIM
Loudon Investment Management Portfolio holdings
AUM
$181M
1-Year Return
14.9%
This Quarter Return
-1.51%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$176M
AUM Growth
-$6.63M
(-3.6%)
Cap. Flow
-$1.84M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
36.74%
Holding
101
New
4
Increased
24
Reduced
31
Closed
5
Top Buys
| 1 |
Schlumberger
SLB
|
$1.39M |
| 2 |
Realty Income
O
|
$380K |
| 3 |
Tesla
TSLA
|
$262K |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$243K |
| 5 |
CrowdStrike
CRWD
|
$231K |
Top Sells
| 1 |
Polaris
PII
|
$1.95M |
| 2 |
Target
TGT
|
$1.08M |
| 3 |
Clorox
CLX
|
$521K |
| 4 |
Intel
INTC
|
$452K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vertex Pharmaceuticals
VRTX
$102B
| – | – |
-485
| Closed | -$226K |
|