RIM

Reliant Investment Management Portfolio holdings

AUM $264M
1-Year Est. Return 30.84%
This Quarter Est. Return
1 Year Est. Return
+30.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.48M
3
+$5.38M
4
WMT icon
Walmart
WMT
+$5.17M
5
PLTR icon
Palantir
PLTR
+$244K

Top Sells

1
+$4.72M
2
+$2.13M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$314K
5
LLY icon
Eli Lilly
LLY
+$279K

Sector Composition

1 Technology 32.04%
2 Financials 18.21%
3 Industrials 15.06%
4 Communication Services 9.4%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.92T
$21.5M 8.16%
65,176
-6,449
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.83T
$12.4M 4.69%
50,860
-927
AAPL icon
3
Apple
AAPL
$4.1T
$11.4M 4.32%
44,705
-857
PWR icon
4
Quanta Services
PWR
$68.3B
$11.4M 4.31%
27,401
-223
ORCL icon
5
Oracle
ORCL
$632B
$10.2M 3.88%
36,386
-290
APH icon
6
Amphenol
APH
$170B
$9.33M 3.54%
75,372
+95
AXP icon
7
American Express
AXP
$251B
$8.78M 3.33%
26,434
+245
CRWD icon
8
CrowdStrike
CRWD
$131B
$8.55M 3.24%
17,440
-143
LIN icon
9
Linde
LIN
$182B
$8.44M 3.2%
17,766
+100
ETN icon
10
Eaton
ETN
$133B
$8.44M 3.2%
22,546
+165
AMZN icon
11
Amazon
AMZN
$2.44T
$8M 3.03%
36,440
+322
HD icon
12
Home Depot
HD
$344B
$7.92M 3.01%
19,556
+243
CBRE icon
13
CBRE Group
CBRE
$46.4B
$7.74M 2.94%
49,138
-345
NFLX icon
14
Netflix
NFLX
$410B
$7.66M 2.9%
63,850
+130
GS icon
15
Goldman Sachs
GS
$263B
$7.61M 2.88%
9,550
-25
PANW icon
16
Palo Alto Networks
PANW
$136B
$7.14M 2.71%
35,055
+1,035
AVAV icon
17
AeroVironment
AVAV
$14.1B
$6.98M 2.65%
+22,180
TYL icon
18
Tyler Technologies
TYL
$19.5B
$6.93M 2.63%
13,244
+116
CAT icon
19
Caterpillar
CAT
$278B
$6.91M 2.62%
14,490
-200
IBM icon
20
IBM
IBM
$290B
$6.55M 2.48%
23,215
+19,070
TMO icon
21
Thermo Fisher Scientific
TMO
$212B
$6.16M 2.34%
12,705
-491
MA icon
22
Mastercard
MA
$483B
$6.15M 2.33%
10,819
+166
WFC icon
23
Wells Fargo
WFC
$279B
$6.04M 2.29%
72,043
+1,120
WMT icon
24
Walmart
WMT
$917B
$6.02M 2.28%
58,385
+50,195
SYK icon
25
Stryker
SYK
$134B
$5.97M 2.26%
16,152
+619
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