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
$132M
AUM Growth
+$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$2.78M
3
+$1.78M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M
5
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$499K

Top Sells

1
+$3.87M
2
+$1.47M
3
+$1.08M
4
CAH icon
Cardinal Health
CAH
+$1.01M
5
SYY icon
Sysco
SYY
+$825K

Sector Composition

1 Technology 15.71%
2 Industrials 11.61%
3 Energy 11.5%
4 Healthcare 11%
5 Materials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.02M 5.32%
68,029
-1,686
2
$5.9M 4.47%
99,774
-6,550
3
$5.07M 3.84%
+480,996
4
$4.95M 3.75%
180,099
-100
5
$4.82M 3.65%
57,567
-12,135
6
$4.78M 3.62%
37,546
-219
7
$4.76M 3.61%
73,785
+27,520
8
$4.75M 3.6%
156,338
-149
9
$4.63M 3.51%
104,812
+100
10
$4.56M 3.45%
29,317
+17,880
11
$4.52M 3.42%
421,787
-14,012
12
$4.49M 3.4%
71,717
-325
13
$4.2M 3.18%
156,431
+2,986
14
$3.34M 2.53%
96,419
+1,375
15
$3.26M 2.47%
104,946
-1,470
16
$3.18M 2.41%
50,288
-1,839
17
$3.17M 2.41%
51,698
-950
18
$2.83M 2.15%
33,378
+3,158
19
$2.81M 2.13%
42,165
+280
20
$2.64M 2%
27,189
+359
21
$2.54M 1.93%
31,934
+20,610
22
$2.45M 1.86%
73,727
+8,377
23
$2.41M 1.83%
35,929
-225
24
$2.11M 1.6%
25,364
+1,264
25
$2.02M 1.53%
22,679
+1,904
1
2 3 4