RIM

Reliant Investment Management Portfolio holdings

AUM $247M
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$776K
3
+$394K
4
COHR icon
Coherent
COHR
+$276K
5
MRK icon
Merck
MRK
+$217K

Top Sells

1
+$8.28M
2
+$5.82M
3
+$5.28M
4
AVGO icon
Broadcom
AVGO
+$2.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$819K

Sector Composition

1 Technology 29.58%
2 Financials 18.03%
3 Industrials 17.54%
4 Communication Services 10.52%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVAV icon
26
AeroVironment
AVAV
$10.3B
$5.47M 2.22%
22,610
+430
LHX icon
27
L3Harris
LHX
$67B
$5.47M 2.22%
+18,620
FANG icon
28
Diamondback Energy
FANG
$51.4B
$5.21M 2.11%
34,678
-515
PNFP icon
29
Pinnacle Financial Partners Inc
PNFP
$12.5B
$5.2M 2.11%
54,470
-3,944
DIS icon
30
Walt Disney
DIS
$176B
$4.76M 1.93%
41,875
+220
PG icon
31
Procter & Gamble
PG
$350B
$1.54M 0.63%
10,766
-121
MSFT icon
32
Microsoft
MSFT
$2.94T
$1.24M 0.5%
2,566
-92
XOM icon
33
Exxon Mobil
XOM
$651B
$1.23M 0.5%
10,225
CORZ icon
34
Core Scientific
CORZ
$5.2B
$648K 0.26%
+44,501
LLY icon
35
Eli Lilly
LLY
$880B
$593K 0.24%
552
-61
CSCO icon
36
Cisco
CSCO
$309B
$553K 0.22%
7,176
-599
TSLA icon
37
Tesla
TSLA
$1.47T
$505K 0.2%
1,123
+15
SNV
38
DELISTED
Synovus
SNV
$410K 0.17%
+8,200
MRSH
39
Marsh
MRSH
$83.3B
$383K 0.16%
2,066
-170
NVDA icon
40
NVIDIA
NVDA
$4.38T
$364K 0.15%
1,952
-250
COHR icon
41
Coherent
COHR
$45.5B
$341K 0.14%
+1,845
COP icon
42
ConocoPhillips
COP
$149B
$332K 0.13%
3,546
-329
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.06T
$319K 0.13%
634
-75
ORCL icon
44
Oracle
ORCL
$446B
$318K 0.13%
1,629
-34,757
JPM icon
45
JPMorgan Chase
JPM
$764B
$316K 0.13%
981
+70
CL icon
46
Colgate-Palmolive
CL
$71.2B
$300K 0.12%
3,800
PEP icon
47
PepsiCo
PEP
$218B
$295K 0.12%
2,055
-166
CVX icon
48
Chevron
CVX
$390B
$277K 0.11%
1,818
-55
MCO icon
49
Moody's
MCO
$76.5B
$270K 0.11%
528
SLB icon
50
SLB Ltd
SLB
$67.1B
$262K 0.11%
6,826
-832
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