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
$23.4M
AUM Growth
-$848K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$304K
2 +$15.6K

Top Sells

1 +$3.32M

Sector Composition

1 Financials 95.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TOWN icon
1
Towne Bank
TOWN
$2.59B
$22.4M 95.48%
819,045
+11,106
ESXB
2
DELISTED
Community Bankers Trust Corporation
ESXB
$1.06M 4.52%
135,358
+1,990
AUB icon
3
Atlantic Union Bankshares
AUB
$4.61B
-102,715