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
$2.23M
AUM Growth
-$93K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$607K 27.21%
7,149
2
$598K 26.8%
11,018
3
$377K 16.9%
4,846
4
$336K 15.06%
7,890
5
$313K 14.03%
5,666