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
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$443K
3
+$352K
4
PFE icon
Pfizer
PFE
+$178K
5
EXR icon
Extra Space Storage
EXR
+$124K

Top Sells

1
+$887K
2
+$873K
3
+$416K
4
SLB icon
SLB Limited
SLB
+$350K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$250K

Sector Composition

1 Technology 16.95%
2 Industrials 11.67%
3 Healthcare 10.18%
4 Consumer Discretionary 9.6%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.16M 4.66%
42,835
-595
2
$6.14M 4.65%
133,063
-889
3
$5.85M 4.43%
152,829
-2,655
4
$5.06M 3.83%
59,200
-1,286
5
$3.88M 2.93%
61,840
-1,220
6
$3.81M 2.89%
129,866
+1,331
7
$3.78M 2.86%
142,633
-32,934
8
$3.73M 2.82%
272,480
-14,680
9
$3.6M 2.73%
21,255
-1,018
10
$3.39M 2.57%
48,714
-1,095
11
$3.13M 2.37%
32,389
-1,265
12
$3.1M 2.34%
70,020
-1,475
13
$3.07M 2.32%
17,630
+660
14
$3.05M 2.31%
82,013
-3,010
15
$3.04M 2.3%
49,701
-471
16
$2.95M 2.23%
49,140
+753
17
$2.83M 2.14%
64,540
-1,428
18
$2.71M 2.05%
38,898
-400
19
$2.7M 2.04%
34,004
+25
20
$2.65M 2.01%
16,827
-768
21
$2.6M 1.97%
9,745
+1,660
22
$2.52M 1.91%
73,471
+5,186
23
$2.22M 1.68%
14,174
-570
24
$2.15M 1.63%
82,045
-200
25
$2.15M 1.63%
40,730
-3,761
1
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