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
$134M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$779K
3
+$229K
4
T icon
AT&T
T
+$59.8K
5
TPR icon
Tapestry
TPR
+$21.2K

Top Sells

1
+$2.76M
2
+$1.54M
3
+$1.49M
4
DO
Diamond Offshore Drilling
DO
+$576K
5
INTC icon
Intel
INTC
+$448K

Sector Composition

1 Technology 15.5%
2 Healthcare 12.78%
3 Energy 12.59%
4 Communication Services 8.67%
5 Real Estate 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.46M 5.58%
205,588
-12,350
2
$6.74M 5.04%
83,522
-1,345
3
$6.73M 5.03%
32,760
+27,950
4
$6.48M 4.85%
70,422
-793
5
$6.4M 4.79%
111,329
-3,300
6
$5.12M 3.83%
184,064
-2,600
7
$4.86M 3.63%
104,515
-1,600
8
$4.66M 3.48%
434,390
-4,155
9
$4.53M 3.39%
74,234
-1,300
10
$4.07M 3.04%
33,622
-148
11
$3.8M 2.84%
149,948
+2,356
12
$3.62M 2.71%
52,449
-1,100
13
$3.62M 2.7%
52,275
-1,329
14
$3.48M 2.6%
92,534
+565
15
$3.32M 2.48%
108,746
-1,400
16
$3.09M 2.31%
120,268
-3,100
17
$2.75M 2.06%
30,103
-800
18
$2.5M 1.87%
37,710
19
$2.37M 1.77%
36,231
-450
20
$2.31M 1.73%
26,139
21
$2.16M 1.62%
53,912
-1,647
22
$2.13M 1.59%
17,779
-2,125
23
$2.05M 1.53%
22,180
-19
24
$1.96M 1.46%
39,520
25
$1.95M 1.45%
20,571
-760
1
2 3 4