RT
Reliance Trust Portfolio holdings
AUM
$27.5M
This Quarter Return
+1.84%
1 Year Return
+6.4%
3 Year Return
+34.15%
5 Year Return
+42.83%
10 Year Return
–
AUM
$6.18M
AUM Growth
+$6.18M
(+95%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
48.13%
Top 10 Holdings %
Top 10 Hldgs %
64.41%
Holding
24
New
17
Increased
–
Reduced
3
Closed
4
Top Buys
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$762K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$457K |
| 3 |
WisdomTree International LargeCap Dividend Fund
DOL
|
$441K |
| 4 |
Johnson & Johnson
JNJ
|
$419K |
| 5 |
Procter & Gamble
PG
|
$337K |
Top Sells
Sector Composition
| 1 | Communication Services | 7.78% |
| 2 | Industrials | 7.76% |
| 3 | Healthcare | 6.78% |
| 4 | Consumer Staples | 5.45% |
| 5 | Technology | 3.82% |
