LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.03M
3
+$1.85M
4
TMUS icon
T-Mobile US
TMUS
+$1.85M
5
PLD icon
Prologis
PLD
+$512K

Top Sells

1
+$1.72M
2
+$1.1M
3
+$1.09M
4
SLB icon
SLB Ltd
SLB
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$742K

Sector Composition

1 Technology 23.1%
2 Industrials 15.25%
3 Financials 13.07%
4 Healthcare 7.96%
5 Real Estate 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 7.48%
27,186
-150
2
$8.21M 4.54%
64,862
+926
3
$6.74M 3.73%
217,371
-1,600
4
$6.68M 3.7%
159,082
-2,500
5
$6.46M 3.57%
146,750
-475
6
$5.88M 3.25%
9,520
+122
7
$5.37M 2.97%
124,821
-525
8
$5.24M 2.9%
32,916
-7,483
9
$5.04M 2.79%
72,695
-3,415
10
$4.87M 2.7%
21,962
-225
11
$4.83M 2.67%
139,564
+4,950
12
$4.01M 2.22%
13,833
-2,880
13
$3.89M 2.15%
20,937
-500
14
$3.61M 2%
12,739
-1,165
15
$3.59M 1.98%
14,505
-3,071
16
$3.48M 1.93%
16,976
-290
17
$3.3M 1.82%
24,247
+3,168
18
$3.26M 1.8%
14,728
+760
19
$3.25M 1.8%
14,357
+75
20
$3.06M 1.69%
7,876
-12
21
$2.83M 1.57%
16,235
-250
22
$2.69M 1.49%
20,180
23
$2.62M 1.45%
58,005
-280
24
$2.6M 1.44%
+37,671
25
$2.51M 1.39%
4,695
-1,292
1
2 3 4 5