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
$162M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$612K
3
+$540K
4
TGT icon
Target
TGT
+$433K
5
O icon
Realty Income
O
+$321K

Top Sells

1
+$1.19M
2
+$517K
3
+$491K
4
PFE icon
Pfizer
PFE
+$470K
5
LEG icon
Leggett & Platt
LEG
+$293K

Sector Composition

1 Technology 18.77%
2 Industrials 18.5%
3 Financials 12.44%
4 Healthcare 8.45%
5 Real Estate 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 6.71%
28,862
-443
2
$6.11M 3.78%
31,753
-140
3
$5.96M 3.69%
41,233
-152
4
$5.58M 3.45%
211,641
-885
5
$5.37M 3.32%
165,742
-2,410
6
$5.03M 3.11%
136,193
+4,795
7
$4.98M 3.08%
22,387
+342
8
$4.82M 2.98%
49,127
+71
9
$4.61M 2.85%
17,591
-307
10
$4.27M 2.64%
97,460
-2,960
11
$4.09M 2.53%
8,615
+130
12
$4.03M 2.49%
13,992
-150
13
$3.98M 2.46%
78,830
-379
14
$3.92M 2.43%
15,817
+61
15
$3.83M 2.37%
24,693
-758
16
$3.45M 2.14%
17,940
-136
17
$3.25M 2.01%
22,789
+3,040
18
$3.03M 1.87%
69,945
+2,975
19
$2.91M 1.8%
57,954
-4,294
20
$2.9M 1.79%
7,627
-94
21
$2.77M 1.71%
16,303
-68
22
$2.67M 1.65%
9,043
23
$2.61M 1.61%
27,497
-379
24
$2.52M 1.56%
34,942
25
$2.32M 1.44%
17,242
-685
1
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