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
$110M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$303K
3
+$81.2K
4
TRMB icon
Trimble
TRMB
+$65.1K
5
GS icon
Goldman Sachs
GS
+$64.7K

Top Sells

1
+$2.17M
2
+$725K
3
+$470K
4
NVS icon
Novartis
NVS
+$336K
5
MAR icon
Marriott International
MAR
+$211K

Sector Composition

1 Financials 18.87%
2 Consumer Discretionary 16.08%
3 Technology 14.25%
4 Industrials 12.03%
5 Healthcare 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 2.12%
+26,410
27
$2.26M 2.06%
28,980
-195
28
$2.16M 1.97%
44,725
+25
29
$2.16M 1.97%
41,170
-1,650
30
$2.12M 1.93%
10,145
+310
31
$2.09M 1.91%
15,940
+30
32
$2.06M 1.88%
13,905
-150
33
$2.05M 1.87%
37,155
+285
34
$1.93M 1.76%
31,361
-70
35
$1.81M 1.65%
77,110
+2,775
36
$1.57M 1.43%
13,095
-525
37
$1.53M 1.4%
18,419
-20
38
$1.35M 1.24%
37,660
-240
39
$1.09M 0.99%
17,810
+315
40
$907K 0.83%
7,121
-167
41
$857K 0.78%
10,958
42
$678K 0.62%
10,585
43
$672K 0.61%
10,055
-200
44
$620K 0.57%
9,480
-200
45
$533K 0.49%
3,425
46
$528K 0.48%
7,530
47
$518K 0.47%
30,000
48
$457K 0.42%
17,100
49
$439K 0.4%
14,425
-475
50
$408K 0.37%
26,940
1
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