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
$128M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$566K
3
+$385K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$275K

Top Sells

1
+$896K
2
+$480K
3
+$210K
4
MSFT icon
Microsoft
MSFT
+$136K
5
AFL icon
Aflac
AFL
+$89.4K

Sector Composition

1 Technology 19.13%
2 Industrials 13.68%
3 Consumer Discretionary 12.32%
4 Healthcare 11.24%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.49M 5.05%
219,825
-410
2
$5.99M 4.66%
100,042
-259
3
$5.87M 4.57%
37,246
-861
4
$5.41M 4.22%
112,855
+1,625
5
$4.76M 3.71%
53,749
+465
6
$4.17M 3.25%
225,988
-1,500
7
$3.96M 3.08%
16,410
+50
8
$3.8M 2.96%
43,183
9
$3.75M 2.92%
42,492
-2,379
10
$3.72M 2.89%
20,690
-6
11
$3.5M 2.73%
124,483
+3,195
12
$2.73M 2.13%
47,279
-8,313
13
$2.71M 2.11%
72,811
14
$2.63M 2.05%
25,860
15
$2.63M 2.04%
56,627
+1,395
16
$2.52M 1.96%
25,275
-400
17
$2.5M 1.94%
14,975
-240
18
$2.36M 1.84%
46,369
-145
19
$2.24M 1.74%
42,330
-1,690
20
$2.12M 1.65%
27,781
21
$2.08M 1.62%
17,405
22
$2.03M 1.58%
6,310
+1,020
23
$1.93M 1.5%
13,047
24
$1.88M 1.46%
23,184
+1,045
25
$1.8M 1.4%
24,472
+304
1
2 3 4