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
$95.6M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$692K
3
+$533K
4
ADP icon
Automatic Data Processing
ADP
+$415K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$399K

Top Sells

1
+$1.23M
2
+$441K
3
+$432K
4
PXD
Pioneer Natural Resource Co.
PXD
+$430K
5
BA icon
Boeing
BA
+$397K

Sector Composition

1 Technology 22.22%
2 Industrials 15.08%
3 Healthcare 13.64%
4 Consumer Discretionary 10.78%
5 Consumer Staples 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.84M 6.11%
37,021
-225
2
$5.37M 5.62%
99,266
-776
3
$4.81M 5.03%
218,524
-1,301
4
$4.18M 4.37%
54,849
+1,100
5
$4.05M 4.24%
103,140
-9,715
6
$3.49M 3.65%
223,188
-2,800
7
$3.33M 3.48%
16,410
8
$2.91M 3.04%
20,460
-230
9
$2.84M 2.97%
43,183
10
$2.81M 2.94%
41,597
-895
11
$2.23M 2.34%
28,234
+5,050
12
$2.19M 2.29%
25,450
+8,045
13
$2.14M 2.24%
68,964
-3,847
14
$2.03M 2.12%
141,889
+17,406
15
$1.99M 2.09%
56,668
+41
16
$1.75M 1.83%
6,793
+483
17
$1.64M 1.72%
14,405
+9,451
18
$1.56M 1.63%
24,472
19
$1.53M 1.61%
14,975
20
$1.51M 1.58%
13,047
21
$1.39M 1.45%
28,865
+3,005
22
$1.38M 1.44%
40,259
-2,071
23
$1.37M 1.43%
25,275
24
$1.34M 1.4%
28,081
+300
25
$1.34M 1.4%
11,133
-148
1
2 3 4