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
$129M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.5M
3
+$534K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$432K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$292K

Top Sells

1
+$2.97M
2
+$975K
3
+$864K
4
DLR icon
Digital Realty Trust
DLR
+$579K
5
NUS icon
Nu Skin
NUS
+$402K

Sector Composition

1 Technology 16.01%
2 Industrials 13.54%
3 Energy 9.01%
4 Healthcare 8.98%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.84M 4.54%
154,812
-1,438
2
$5.75M 4.47%
181,311
-3,857
3
$5.5M 4.28%
52,641
-584
4
$5.37M 4.17%
194,395
-1,016
5
$4.7M 3.65%
81,524
-3,902
6
$4.59M 3.57%
70,195
-2,725
7
$4.48M 3.49%
429,320
+3,300
8
$4.09M 3.18%
133,327
-6,085
9
$4.02M 3.12%
87,339
+150
10
$3.83M 2.98%
49,316
+774
11
$3.75M 2.91%
26,409
-475
12
$3.08M 2.4%
+86,980
13
$3.06M 2.37%
43,905
-198
14
$2.9M 2.25%
79,269
+60
15
$2.79M 2.17%
73,318
+5,916
16
$2.76M 2.14%
34,229
+3,625
17
$2.71M 2.11%
61,985
-22,274
18
$2.67M 2.08%
26,764
+650
19
$2.6M 2.02%
72,470
-4,670
20
$2.5M 1.94%
+107,925
21
$2.49M 1.94%
93,618
-100
22
$2.41M 1.87%
15,874
-175
23
$2.34M 1.82%
42,983
+200
24
$2.29M 1.78%
36,259
-425
25
$2.26M 1.75%
26,443
-885
1
2 3 4