RT

Reliance Trust Portfolio holdings

AUM $27.5M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$7.41M
2 +$6.26M
3 +$6.08M
4
IBM icon
IBM
IBM
+$4.63M
5
GE icon
GE Aerospace
GE
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 19.59%
2 Financials 14.06%
3 Healthcare 10.86%
4 Technology 9.69%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$203K 0.13%
+3,856
152
$203K 0.13%
+14,229
153
$201K 0.13%
+12,629
154
$78K 0.05%
+10,529
155
$76K 0.05%
+11,196
156
$43K 0.03%
+2,139