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
$141M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$716K
3
+$549K
4
HRL icon
Hormel Foods
HRL
+$437K
5
MKC.V icon
McCormick & Company Voting
MKC.V
+$418K

Top Sells

1
+$1.46M
2
+$647K
3
+$423K
4
EXR icon
Extra Space Storage
EXR
+$314K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$303K

Sector Composition

1 Technology 18.56%
2 Industrials 18.36%
3 Healthcare 12.91%
4 Consumer Discretionary 10.1%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.06M 6.44%
32,135
-849
2
$5.84M 4.15%
39,112
-654
3
$5.47M 3.89%
50,705
-543
4
$5.21M 3.7%
40,363
-375
5
$4.96M 3.53%
229,092
-6,572
6
$4.82M 3.43%
23,765
-345
7
$4.8M 3.41%
186,000
-5,586
8
$4.42M 3.15%
81,239
-1,498
9
$4.01M 2.85%
19,413
-248
10
$3.92M 2.79%
35,582
-844
11
$3.49M 2.49%
16,424
+1,202
12
$3.48M 2.48%
57,993
-973
13
$3.29M 2.34%
27,513
-637
14
$3.21M 2.28%
7,473
+720
15
$2.98M 2.12%
21,094
-575
16
$2.94M 2.09%
11,115
-1,602
17
$2.62M 1.87%
17,880
-89
18
$2.56M 1.82%
7,656
-272
19
$2.35M 1.67%
12,879
-460
20
$2.33M 1.66%
31,085
+7,305
21
$2.33M 1.66%
29,139
+468
22
$2.3M 1.64%
27,919
+930
23
$2.26M 1.61%
42,488
-1,321
24
$2.24M 1.59%
23,795
-1,490
25
$2.11M 1.5%
6,104
+2,075
1
2 3 4