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
$2.32M
AUM Growth
+$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$600K 25.82%
7,149
+414
2
$600K 25.82%
11,018
+520
3
$402K 17.3%
4,846
+563
4
$383K 16.48%
7,890
+889
5
$339K 14.59%
5,666
+595