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
$128M
AUM Growth
-$543K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.2M
3
+$253K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K
5
HOG icon
Harley-Davidson
HOG
+$222K

Top Sells

1
+$1.86M
2
+$549K
3
+$431K
4
DOC icon
Healthpeak Properties
DOC
+$273K
5
TUP
Tupperware Brands Corporation
TUP
+$257K

Sector Composition

1 Technology 15.96%
2 Industrials 14.75%
3 Energy 8.75%
4 Healthcare 8.05%
5 Materials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.05M 4.72%
52,415
-226
2
$5.6M 4.37%
154,352
-460
3
$5.47M 4.27%
180,957
-354
4
$5.27M 4.11%
194,909
+514
5
$5.02M 3.92%
427,720
-1,600
6
$4.95M 3.87%
79,709
-1,815
7
$4.28M 3.34%
133,198
-129
8
$3.99M 3.11%
26,349
-60
9
$3.76M 2.93%
52,222
+2,906
10
$3.44M 2.68%
65,320
-4,875
11
$3.09M 2.41%
85,274
-2,065
12
$3.06M 2.39%
48,941
+28,677
13
$2.98M 2.32%
60,265
-1,720
14
$2.96M 2.31%
26,688
-76
15
$2.96M 2.31%
37,229
+3,000
16
$2.79M 2.17%
93,618
17
$2.77M 2.17%
79,219
-50
18
$2.63M 2.05%
25,540
-903
19
$2.61M 2.04%
45,729
+1,824
20
$2.52M 1.97%
15,880
+6
21
$2.51M 1.96%
72,226
-244
22
$2.51M 1.96%
109,100
+1,175
23
$2.47M 1.93%
28,886
+13,975
24
$2.4M 1.87%
43,073
+90
25
$2.28M 1.78%
36,344
+85
1
2 3 4