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
$125M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.98M
3
+$1.13M
4
UPS icon
United Parcel Service
UPS
+$411K
5
SLB icon
SLB Limited
SLB
+$336K

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1.37M
4
NUS icon
Nu Skin
NUS
+$540K
5
TPR icon
Tapestry
TPR
+$533K

Sector Composition

1 Technology 18.02%
2 Consumer Discretionary 11.67%
3 Industrials 10%
4 Energy 8.67%
5 Healthcare 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.9M 4.73%
137,063
-8,026
2
$5.74M 4.6%
115,376
-9,529
3
$5.42M 4.35%
40,763
-930
4
$5.03M 4.03%
51,000
-2,510
5
$3.75M 3.01%
135,718
-3,375
6
$3.43M 2.75%
44,737
-2,124
7
$3.43M 2.75%
60,252
+900
8
$3.41M 2.73%
140,699
+12,203
9
$3.25M 2.61%
17,625
+80
10
$3M 2.4%
248,960
-8,300
11
$2.78M 2.23%
71,538
-6,150
12
$2.71M 2.17%
+43,180
13
$2.68M 2.14%
77,740
+2,372
14
$2.65M 2.12%
56,745
-11,400
15
$2.65M 2.12%
9,760
+15
16
$2.63M 2.11%
38,083
-500
17
$2.6M 2.08%
60,405
-3,075
18
$2.55M 2.04%
45,437
+20,080
19
$2.5M 2.01%
17,900
-610
20
$2.48M 1.98%
26,728
-1,796
21
$2.38M 1.91%
30,544
-2,800
22
$2.17M 1.74%
52,624
-8,056
23
$1.98M 1.58%
+40,449
24
$1.91M 1.53%
26,215
-5,178
25
$1.87M 1.5%
13,797
-250
1
2 3 4