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
$114M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$548K
3
+$489K
4
ADM icon
Archer Daniels Midland
ADM
+$401K
5
ITW icon
Illinois Tool Works
ITW
+$349K

Top Sells

1
+$1.73M
2
+$764K
3
+$496K
4
AFL icon
Aflac
AFL
+$364K
5
VZ icon
Verizon
VZ
+$283K

Sector Composition

1 Technology 19.7%
2 Industrials 12.76%
3 Consumer Discretionary 11.25%
4 Healthcare 9.91%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.38M 5.6%
118,245
-2,025
2
$5.63M 4.93%
104,761
-163
3
$5.17M 4.53%
218,163
+20,654
4
$4.9M 4.29%
41,510
-1,639
5
$4.08M 3.58%
37,898
-136
6
$3.85M 3.38%
239,688
-9,272
7
$3.68M 3.23%
57,687
+1,135
8
$3.54M 3.1%
121,623
+288
9
$3.33M 2.92%
44,838
+175
10
$3.27M 2.87%
40,549
+4,145
11
$3.12M 2.74%
16,420
+405
12
$2.97M 2.61%
20,721
+2,430
13
$2.83M 2.49%
70,329
-230
14
$2.67M 2.34%
46,861
+2,344
15
$2.47M 2.17%
30,187
-239
16
$2.29M 2.01%
45,895
-7,280
17
$2.15M 1.89%
69,215
-690
18
$2.01M 1.76%
15,675
+165
19
$1.94M 1.7%
45,042
+9,295
20
$1.91M 1.68%
27,956
+330
21
$1.78M 1.56%
21,035
+6,495
22
$1.77M 1.55%
13,047
-125
23
$1.73M 1.52%
21,694
-3,185
24
$1.54M 1.35%
7,078
-100
25
$1.51M 1.33%
35,814
+12,975
1
2 3 4