LIM
Loudon Investment Management Portfolio holdings
AUM $181M
This Quarter Return
+1.29%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$175M
AUM Growth
-$762K (-0.4%)
Cap. Flow
+$978K
Cap. Flow % of AUM
0.56%
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 | $975K | |
| 5 | $380K |
Sector Composition
| 1 | Technology | 22.37% |
| 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 | |
|---|---|---|---|---|---|---|---|
| – | – | -1,910 | Closed | -$216K |
