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
$131M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.08M
3
+$1.31M
4
QCOM icon
Qualcomm
QCOM
+$642K
5
BUD icon
AB InBev
BUD
+$542K

Top Sells

1
+$1.31M
2
+$1.15M
3
+$947K
4
FAST icon
Fastenal
FAST
+$713K
5
DE icon
Deere & Co
DE
+$626K

Sector Composition

1 Technology 14.99%
2 Industrials 12.96%
3 Healthcare 10.61%
4 Energy 8.73%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.54M 4.22%
163,946
-17,011
2
$5.41M 4.12%
42,209
-10,206
3
$5.01M 3.81%
138,991
-15,361
4
$4.98M 3.79%
180,259
-14,650
5
$4.79M 3.65%
372,340
-55,380
6
$4.3M 3.27%
65,333
-14,376
7
$4.21M 3.2%
51,592
-630
8
$4.16M 3.16%
66,240
+920
9
$3.92M 2.98%
124,790
-8,408
10
$3.54M 2.69%
24,751
-1,598
11
$3.28M 2.49%
25,273
-1,415
12
$3.18M 2.42%
48,901
-40
13
$3.15M 2.4%
76,249
-2,970
14
$2.96M 2.25%
47,686
+1,957
15
$2.85M 2.17%
35,729
-1,500
16
$2.75M 2.09%
85,709
+435
17
$2.65M 2.01%
90,618
-3,000
18
$2.58M 1.97%
55,405
-2,275
19
$2.52M 1.92%
69,666
-2,560
20
$2.45M 1.86%
105,415
-3,685
21
$2.36M 1.8%
39,448
-3,625
22
$2.34M 1.78%
14,045
-1,835
23
$2.26M 1.72%
34,704
-1,640
24
$2.22M 1.69%
+42,842
25
$2.19M 1.66%
54,890
-5,375
1
2 3 4