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
$152M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.14M
4
APD icon
Air Products & Chemicals
APD
+$479K
5
VZ icon
Verizon
VZ
+$469K

Top Sells

1
+$2.47M
2
+$1.79M
3
+$909K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$464K
5
AMP icon
Ameriprise Financial
AMP
+$356K

Sector Composition

1 Technology 18.41%
2 Industrials 16.97%
3 Healthcare 15.19%
4 Consumer Staples 8.97%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.73M 6.41%
31,549
-288
2
$7.86M 5.18%
48,510
-1,555
3
$5.99M 3.94%
37,673
-484
4
$5.94M 3.91%
38,850
-970
5
$5.88M 3.88%
228,004
+2,460
6
$5.37M 3.54%
180,798
-3,430
7
$4.84M 3.19%
53,642
-2,854
8
$4.59M 3.02%
22,691
-688
9
$4.39M 2.89%
78,741
-1,485
10
$4.11M 2.71%
17,003
+501
11
$3.96M 2.61%
18,921
-289
12
$3.49M 2.3%
7,723
+250
13
$3.4M 2.24%
19,474
-1,598
14
$3.26M 2.15%
93,702
+54,990
15
$3.18M 2.1%
7,656
16
$3.16M 2.08%
30,044
+2,723
17
$2.89M 1.9%
61,723
+38,876
18
$2.88M 1.89%
9,572
-1,185
19
$2.66M 1.75%
46,938
+3,820
20
$2.54M 1.67%
48,579
+6,141
21
$2.52M 1.66%
30,770
-246
22
$2.5M 1.65%
11,679
-1,200
23
$2.31M 1.52%
10,353
-140
24
$2.28M 1.5%
23,270
25
$2.26M 1.49%
45,580
+3,517
1
2 3 4