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
$146M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.72M
3
+$1.64M
4
DLR icon
Digital Realty Trust
DLR
+$953K
5
DOC icon
Healthpeak Properties
DOC
+$499K

Top Sells

1
+$1.73M
2
+$460K
3
+$394K
4
SYY icon
Sysco
SYY
+$393K
5
USB icon
US Bancorp
USB
+$325K

Sector Composition

1 Energy 18.53%
2 Technology 12.92%
3 Materials 11.49%
4 Healthcare 10.85%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.52M 5.17%
72,471
-471
2
$7.22M 4.96%
233,513
-1,100
3
$6.92M 4.76%
549,627
-4,975
4
$6.1M 4.19%
116,334
-1,065
5
$6.04M 4.15%
88,122
-3,070
6
$4.67M 3.21%
54,434
-115
7
$4.64M 3.19%
186,874
-140
8
$4.42M 3.04%
106,055
+100
9
$4.22M 2.9%
33,476
-241
10
$3.99M 2.74%
109,310
+53,910
11
$3.95M 2.71%
75,009
-65
12
$3.92M 2.7%
146,969
-450
13
$3.84M 2.64%
17,278
-66
14
$3.82M 2.63%
52,511
-1,670
15
$3.69M 2.54%
44,140
+19,635
16
$3.6M 2.47%
72,565
+34,620
17
$3.44M 2.36%
110,546
-6,160
18
$3.42M 2.35%
31,453
-2,000
19
$3.26M 2.24%
123,923
-790
20
$2.27M 1.56%
22,599
-34
21
$2.25M 1.55%
24,839
22
$2.19M 1.5%
37,485
+16,335
23
$2.12M 1.45%
37,481
-5,200
24
$2.07M 1.42%
54,889
+13,231
25
$1.99M 1.36%
50,728
+420
1
2 3 4