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LIM

Loudon Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 14.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.15M
3
+$1.04M
4
NEE icon
NextEra Energy
NEE
+$714K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$659K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$775K
4
PM icon
Philip Morris
PM
+$715K
5
AMGN icon
Amgen
AMGN
+$626K

Sector Composition

1 Technology 23.04%
2 Industrials 15.58%
3 Financials 13.17%
4 Healthcare 8.1%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 7.33%
27,036
-150
2
$9.56M 5.01%
67,832
+2,970
3
$7.78M 4.07%
158,632
-450
4
$6.8M 3.56%
217,371
5
$6.31M 3.3%
9,467
-53
6
$6.07M 3.18%
144,875
-1,875
7
$5.63M 2.95%
139,564
8
$5.52M 2.89%
120,774
-4,047
9
$5.48M 2.87%
32,916
10
$5.46M 2.86%
21,712
-250
11
$4.97M 2.6%
20,750
+13,185
12
$4.97M 2.6%
72,570
-125
13
$4.82M 2.52%
20,802
-135
14
$4.34M 2.27%
13,755
-78
15
$4.32M 2.26%
16,971
-5
16
$4.05M 2.12%
14,492
+135
17
$3.76M 1.97%
14,425
-80
18
$3.75M 1.97%
7,866
-10
19
$3.41M 1.78%
25,437
+1,190
20
$3.19M 1.67%
42,205
+9,775
21
$3.18M 1.66%
7,526
22
$3.15M 1.65%
11,783
-956
23
$3.07M 1.61%
55,381
+17,710
24
$2.94M 1.54%
15,273
+545
25
$2.81M 1.47%
16,235
1
2 3 4 5