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
$157M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$344K
3
+$330K
4
COP icon
ConocoPhillips
COP
+$203K
5
HRL icon
Hormel Foods
HRL
+$202K

Top Sells

1
+$1.08M
2
+$445K
3
+$166K
4
VLO icon
Valero Energy
VLO
+$164K
5
EXR icon
Extra Space Storage
EXR
+$148K

Sector Composition

1 Technology 20.07%
2 Industrials 17.44%
3 Healthcare 13.34%
4 Consumer Discretionary 9.81%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 6.83%
31,837
-298
2
$7.28M 4.65%
39,820
-543
3
$6.78M 4.33%
50,065
-640
4
$6.63M 4.23%
38,157
-955
5
$6.04M 3.86%
23,379
-386
6
$5.9M 3.77%
184,228
-1,772
7
$5.08M 3.25%
80,226
-1,013
8
$4.95M 3.16%
225,544
-3,548
9
$4.74M 3.03%
19,210
-203
10
$4.12M 2.63%
35,181
-401
11
$3.82M 2.44%
56,496
-1,497
12
$3.74M 2.39%
21,072
-22
13
$3.71M 2.37%
16,502
+78
14
$3.55M 2.27%
7,473
15
$3.25M 2.07%
10,757
-358
16
$3M 1.92%
27,321
-192
17
$2.76M 1.76%
12,879
18
$2.63M 1.68%
17,731
-149
19
$2.63M 1.68%
7,656
20
$2.38M 1.52%
31,016
-69
21
$2.26M 1.44%
27,819
-100
22
$2.22M 1.42%
43,118
+3,043
23
$2.19M 1.4%
28,235
-904
24
$2.17M 1.38%
10,493
-30
25
$2.17M 1.38%
42,063
-425
1
2 3 4