LIM
Loudon Investment Management Portfolio holdings
AUM $181M
This Quarter Return
+1.29%
1 Year Return
+14.9%
3 Year Return
+54.8%
5 Year Return
+107.53%
10 Year Return
+195.48%
AUM
$175M
AUM Growth
-$762K (-0.4%)
Cap. Flow
+$978K
Cap. Flow % of AUM
0.56%
Top 10 Holdings %Top 10 Hldgs %
36.92%
Holding
101
New
5
Increased
36
Reduced
34
Closed
5
Top Buys
| 1 | $2M | |
| 2 | $1.76M | |
| 3 | $1.06M | |
| 4 | $784K | |
| 5 | $701K |
Top Sells
| 1 | $3.16M | |
| 2 | $1.3M | |
| 3 | $1.27M | |
| 4 | $975K | |
| 5 | $380K |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Industrials | 15.95% |
| 3 | Financials | 13.53% |
| 4 | Healthcare | 8.53% |
| 5 | Real Estate | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.3M | 5.86% | 27,336 -155 | -0.6% | -$58.2K | |||
| $7.48M | 4.27% | 218,971 +8,855 | +4% | +$302K | |||
| $7.42M | 4.24% | 147,225 +3,160 | +2% | +$159K | |||
| $6.6M | 3.77% | 31,968 +180 | +0.6% | +$37.2K | |||
| $6.27M | 3.58% | 80,791 -275 | -0.3% | -$21.3K | |||
| $6.21M | 3.54% | 40,399 +30 | +0.1% | +$4.61K | |||
| $5.26M | 3% | 9,398 +5 | +0.1% | +$2.8K | |||
| $5.17M | 2.96% | 22,187 -80 | -0.4% | -$18.7K | |||
| $5.16M | 2.95% | 125,346 +2,519 | +2% | +$104K | |||
| $4.83M | 2.76% | 134,614 +6,065 | +5% | +$218K | |||
| $4.7M | 2.68% | 76,110 +1,085 | +1% | +$67K | |||
| $4.49M | 2.57% | 21,437 -302 | -1% | -$63.3K | |||
| $4.36M | 2.49% | 17,576 -155 | -0.9% | -$38.4K | |||
| $4.27M | 2.44% | 13,712 -40 | -0.3% | -$12.5K | |||
| $4.26M | 2.43% | 13,904 -48 | -0.3% | -$14.7K | |||
| $4.1M | 2.34% | 16,713 +585 | +4% | +$144K | |||
| $3.84M | 2.19% | 17,266 | – | – | |||
| $3.46M | 1.97% | 44,948 -2,832 | -6% | -$218K | |||
| $3.04M | 1.74% | 13,968 +1,235 | +10% | +$269K | |||
| $2.9M | 1.66% | 5,987 | – | – | |||
| $2.8M | 1.6% | 21,079 +15,052 | +250% | +$2M | |||
| $2.6M | 1.49% | 7,888 -100 | -1% | -$33K | |||
| $2.46M | 1.41% | 58,285 -233 | -0.4% | -$9.84K | |||
| $2.37M | 1.35% | 14,282 -75 | -0.5% | -$12.5K | |||
| $2.36M | 1.35% | 16,485 | – | – |
