LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$762K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.68M
3 +$1.05M
4
WEC icon
WEC Energy
WEC
+$735K
5
PAYX icon
Paychex
PAYX
+$668K

Top Sells

1 +$3.09M
2 +$1.55M
3 +$1.28M
4
CCI icon
Crown Castle
CCI
+$975K
5
WHR icon
Whirlpool
WHR
+$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 Change
in Stake
Capital Flow
101
-3,321