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
BLK icon
26
Blackrock
BLK
$166B
$5.82M 2.21%
4,991
+147
COF icon
27
Capital One
COF
$147B
$5.76M 2.18%
27,076
+460
HUBB icon
28
Hubbell
HUBB
$23.3B
$5.58M 2.12%
12,959
+299
PNFP icon
29
Pinnacle Financial Partners
PNFP
$7.51B
$5.48M 2.08%
+58,414
BKNG icon
30
Booking.com
BKNG
$167B
$5.28M 2%
978
+39
FANG icon
31
Diamondback Energy
FANG
$45.3B
$5.04M 1.91%
35,193
+257
DIS icon
32
Walt Disney
DIS
$191B
$4.77M 1.81%
41,655
+1,615
PG icon
33
Procter & Gamble
PG
$326B
$1.67M 0.63%
10,887
-586
MSFT icon
34
Microsoft
MSFT
$3.66T
$1.38M 0.52%
2,658
-9
XOM icon
35
Exxon Mobil
XOM
$499B
$1.15M 0.44%
10,225
-1,190
CSCO icon
36
Cisco
CSCO
$314B
$532K 0.2%
7,775
-2,870
TSLA icon
37
Tesla
TSLA
$1.48T
$493K 0.19%
1,108
+160
LLY icon
38
Eli Lilly
LLY
$879B
$468K 0.18%
613
-366
MMC icon
39
Marsh & McLennan
MMC
$88.8B
$451K 0.17%
2,236
-175
NVDA icon
40
NVIDIA
NVDA
$4.5T
$411K 0.16%
2,202
-765
COP icon
41
ConocoPhillips
COP
$115B
$367K 0.14%
3,875
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.06T
$356K 0.14%
709
-100
PEP icon
43
PepsiCo
PEP
$198B
$312K 0.12%
2,221
-249
SPGI icon
44
S&P Global
SPGI
$149B
$311K 0.12%
640
-9,703
CL icon
45
Colgate-Palmolive
CL
$62.1B
$304K 0.12%
3,800
ADP icon
46
Automatic Data Processing
ADP
$104B
$296K 0.11%
1,009
COST icon
47
Costco
COST
$394B
$293K 0.11%
317
+40
CVX icon
48
Chevron
CVX
$297B
$291K 0.11%
1,873
+275
JPM icon
49
JPMorgan Chase
JPM
$818B
$287K 0.11%
911
AZO icon
50
AutoZone
AZO
$58.2B
$275K 0.1%
64
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