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
$102M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.51M
3
+$434K
4
USB icon
US Bancorp
USB
+$404K
5
FDX icon
FedEx
FDX
+$403K

Top Sells

1
+$3.01M
2
+$2.16M
3
+$2.12M
4
CMI icon
Cummins
CMI
+$2.09M
5
PII icon
Polaris
PII
+$2.06M

Sector Composition

1 Consumer Discretionary 15.92%
2 Financials 14.07%
3 Technology 14.06%
4 Industrials 11.9%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 2.26%
7,890
+856
27
$2.3M 2.25%
31,675
+5,265
28
$1.95M 1.91%
32,255
+3,275
29
$1.84M 1.81%
38,436
+7,075
30
$1.58M 1.55%
51,880
-60,400
31
$1.46M 1.43%
88,635
+11,525
32
$1.39M 1.36%
42,600
+4,940
33
$1.38M 1.35%
13,495
+400
34
$1M 0.99%
8,316
+1,195
35
$985K 0.97%
13,689
+2,731
36
$853K 0.84%
20,430
+2,620
37
$722K 0.71%
10,255
+200
38
$602K 0.59%
9,480
39
$544K 0.53%
7,530
40
$507K 0.5%
30,000
41
$457K 0.45%
3,299
-126
42
$450K 0.44%
10,585
43
$410K 0.4%
17,100
44
$312K 0.31%
3,345
+545
45
$295K 0.29%
+4,275
46
$286K 0.28%
8,000
47
$284K 0.28%
5,902
+514
48
$254K 0.25%
8,425
-6,000
49
$243K 0.24%
514
50
$223K 0.22%
17,000
1
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3