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
$119M
AUM Growth
+$959K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$384K
2
+$322K
3
+$225K
4
TFC icon
Truist Financial
TFC
+$177K
5
PII icon
Polaris
PII
+$161K

Top Sells

1
+$232K
2
+$208K
3
+$207K
4
DEO icon
Diageo
DEO
+$175K
5
MSFT icon
Microsoft
MSFT
+$171K

Sector Composition

1 Technology 18.91%
2 Industrials 13.13%
3 Consumer Discretionary 12.68%
4 Healthcare 10.48%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.29M 5.3%
220,235
-1,483
2
$5.5M 4.62%
111,230
-1,045
3
$5.3M 4.46%
38,107
-1,233
4
$5.17M 4.35%
100,301
-940
5
$4.06M 3.42%
55,592
-1,350
6
$4.04M 3.4%
53,284
+165
7
$3.82M 3.21%
43,183
-1,605
8
$3.72M 3.13%
227,488
-720
9
$3.47M 2.92%
121,288
-335
10
$3.42M 2.88%
44,871
-345
11
$3.24M 2.73%
20,696
-125
12
$3.17M 2.66%
16,360
-25
13
$2.48M 2.09%
72,811
+2,482
14
$2.3M 1.94%
44,020
-1,200
15
$2.29M 1.92%
25,675
-1,315
16
$2.28M 1.92%
25,860
+1,825
17
$2.27M 1.91%
55,232
+2,390
18
$2.24M 1.88%
15,215
-120
19
$1.91M 1.61%
17,405
+125
20
$1.9M 1.6%
46,514
+2,900
21
$1.86M 1.56%
27,781
22
$1.82M 1.53%
65,565
-2,350
23
$1.79M 1.51%
22,139
+625
24
$1.66M 1.4%
10,500
-65
25
$1.65M 1.39%
13,047
1
2 3 4