LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.4M
3
+$6.38M
4
INTC icon
Intel
INTC
+$6.14M
5
SPLS
Staples Inc
SPLS
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.91%
2 Technology 13.89%
3 Healthcare 11.52%
4 Communication Services 9.37%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.72M 4.93%
+75,063
2
$6.4M 4.7%
+534,134
3
$6.38M 4.68%
+95,452
4
$6.14M 4.51%
+236,763
5
$4.85M 3.56%
+305,252
6
$4.67M 3.43%
+34,750
7
$4.59M 3.37%
+114,449
8
$4.56M 3.35%
+136,546
9
$4.27M 3.13%
+75,174
10
$4.14M 3.04%
+184,589
11
$3.98M 2.92%
+56,305
12
$3.97M 2.91%
+106,017
13
$3.9M 2.86%
+17,069
14
$3.77M 2.76%
+141,786
15
$3.56M 2.62%
+55,765
16
$3.13M 2.3%
+34,516
17
$2.74M 2.01%
+117,363
18
$2.68M 1.96%
+50,696
19
$2.39M 1.75%
+23,628
20
$2.37M 1.74%
+25,924
21
$2.12M 1.56%
+42,120
22
$2.11M 1.55%
+58,510
23
$1.97M 1.45%
+23,775
24
$1.94M 1.42%
+20,907
25
$1.73M 1.27%
+9,392
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