RIM

Reliant Investment Management Portfolio holdings

AUM $231M
1-Year Est. Return 29.52%
This Quarter Est. Return
1 Year Est. Return
+29.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$5.66M
3
+$5.44M
4
HUBB icon
Hubbell
HUBB
+$5.17M
5
FANG icon
Diamondback Energy
FANG
+$4.63M

Top Sells

1
+$6.52M
2
+$5.44M
3
+$4.98M
4
MMC icon
Marsh & McLennan
MMC
+$4.92M
5
DOV icon
Dover
DOV
+$282K

Sector Composition

1 Technology 32.18%
2 Financials 19.46%
3 Industrials 12.82%
4 Communication Services 9.93%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.61T
$19.7M 8.55%
71,625
-130
PWR icon
2
Quanta Services
PWR
$65.2B
$10.4M 4.52%
27,624
+70
AAPL icon
3
Apple
AAPL
$3.84T
$9.35M 4.05%
45,562
+1,463
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.04T
$9.13M 3.95%
51,787
+535
CRWD icon
5
CrowdStrike
CRWD
$126B
$8.96M 3.88%
17,583
+175
NFLX icon
6
Netflix
NFLX
$474B
$8.53M 3.69%
6,372
-12
AXP icon
7
American Express
AXP
$245B
$8.35M 3.62%
26,189
+480
LIN icon
8
Linde
LIN
$211B
$8.29M 3.59%
17,666
+37
ORCL icon
9
Oracle
ORCL
$777B
$8.02M 3.47%
36,676
+30
ETN icon
10
Eaton
ETN
$145B
$7.99M 3.46%
22,381
+24
AMZN icon
11
Amazon
AMZN
$2.32T
$7.92M 3.43%
36,118
+994
TYL icon
12
Tyler Technologies
TYL
$22.2B
$7.78M 3.37%
13,128
+115
APH icon
13
Amphenol
APH
$157B
$7.43M 3.22%
75,277
+255
HD icon
14
Home Depot
HD
$387B
$7.08M 3.07%
19,313
+140
PANW icon
15
Palo Alto Networks
PANW
$144B
$6.96M 3.01%
34,020
+385
CBRE icon
16
CBRE Group
CBRE
$48.7B
$6.93M 3%
49,483
+2,250
GS icon
17
Goldman Sachs
GS
$230B
$6.78M 2.93%
9,575
+372
SYK icon
18
Stryker
SYK
$145B
$6.15M 2.66%
15,533
-60
MA icon
19
Mastercard
MA
$517B
$5.99M 2.59%
10,653
+75
CAT icon
20
Caterpillar
CAT
$241B
$5.7M 2.47%
14,690
+860
WFC icon
21
Wells Fargo
WFC
$264B
$5.68M 2.46%
+70,923
COF icon
22
Capital One
COF
$139B
$5.66M 2.45%
+26,616
SPGI icon
23
S&P Global
SPGI
$148B
$5.45M 2.36%
10,343
-30
BKNG icon
24
Booking.com
BKNG
$171B
$5.44M 2.35%
+939
TMO icon
25
Thermo Fisher Scientific
TMO
$211B
$5.35M 2.32%
13,196
+860
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