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
$124M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.18M
3
+$1.08M
4
BEN icon
Franklin Resources
BEN
+$423K
5
SBUX icon
Starbucks
SBUX
+$362K

Top Sells

1
+$1.49M
2
+$1.12M
3
+$808K
4
MSFT icon
Microsoft
MSFT
+$680K
5
CSCO icon
Cisco
CSCO
+$568K

Sector Composition

1 Technology 18.4%
2 Industrials 11.36%
3 Consumer Discretionary 10.4%
4 Healthcare 9%
5 Energy 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.1M 4.9%
125,395
-11,668
2
$5.15M 4.14%
45,057
-5,943
3
$5.1M 4.1%
107,815
-7,561
4
$5.05M 4.06%
38,902
-1,861
5
$4.75M 3.82%
187,110
+46,411
6
$3.64M 2.93%
126,818
-8,900
7
$3.61M 2.9%
248,960
8
$3.43M 2.76%
16,565
-1,060
9
$3.1M 2.49%
56,952
-3,300
10
$3.09M 2.48%
42,892
-2,545
11
$3.07M 2.47%
73,450
-4,290
12
$2.84M 2.28%
9,777
+17
13
$2.82M 2.27%
32,062
-12,675
14
$2.66M 2.14%
46,814
+6,365
15
$2.65M 2.13%
48,135
+4,955
16
$2.6M 2.09%
71,538
17
$2.59M 2.08%
55,075
-5,330
18
$2.52M 2.03%
26,633
-95
19
$2.48M 1.99%
49,250
-7,495
20
$2.36M 1.89%
15,960
-1,940
21
$2.26M 1.82%
28,964
-1,580
22
$2.11M 1.69%
27,530
-10,553
23
$2.1M 1.69%
13,797
24
$1.79M 1.44%
35,606
-5,000
25
$1.62M 1.3%
63,020
-14,800
1
2 3 4