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
$133M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$521K
3
+$457K
4
CMCSA icon
Comcast
CMCSA
+$449K
5
APD icon
Air Products & Chemicals
APD
+$331K

Top Sells

1
+$796K
2
+$414K
3
+$411K
4
T icon
AT&T
T
+$287K
5
ADM icon
Archer Daniels Midland
ADM
+$263K

Sector Composition

1 Technology 17.25%
2 Industrials 16.88%
3 Healthcare 16.08%
4 Consumer Staples 9.14%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.11M 6.08%
31,579
+30
2
$6.63M 4.97%
43,312
-5,198
3
$5.58M 4.19%
229,126
+1,122
4
$5.06M 3.79%
39,596
+746
5
$4.66M 3.5%
36,689
-984
6
$4.51M 3.38%
180,670
-128
7
$4.14M 3.1%
17,003
8
$4.05M 3.03%
23,178
+487
9
$3.9M 2.92%
50,254
-3,388
10
$3.76M 2.82%
108,770
+15,068
11
$3.45M 2.58%
18,921
12
$3.35M 2.51%
78,630
-111
13
$3.14M 2.35%
31,589
+1,545
14
$2.88M 2.16%
7,638
-85
15
$2.87M 2.15%
73,172
+11,449
16
$2.73M 2.05%
29,990
-780
17
$2.73M 2.04%
19,956
+482
18
$2.39M 1.79%
45,780
-1,158
19
$2.29M 1.72%
7,656
20
$2.26M 1.7%
9,516
-56
21
$2.17M 1.63%
51,942
+3,363
22
$2.12M 1.59%
11,629
-50
23
$2.07M 1.55%
27,170
-906
24
$1.85M 1.39%
10,353
25
$1.85M 1.39%
23,270
1
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