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
$129M
AUM Growth
+$252K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.92M
3
+$1.6M
4
PG icon
Procter & Gamble
PG
+$98.9K
5
USB icon
US Bancorp
USB
+$73.5K

Top Sells

1
+$3.31M
2
+$2.77M
3
+$2.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$495K
5
GE icon
GE Aerospace
GE
+$427K

Sector Composition

1 Technology 17.33%
2 Financials 17.31%
3 Industrials 16.71%
4 Consumer Discretionary 10.35%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 2.37%
20,767
+115
27
$2.92M 2.27%
+26,793
28
$2.86M 2.22%
61,075
+325
29
$2.74M 2.13%
48,620
-130
30
$2.67M 2.07%
40,508
-895
31
$2.65M 2.06%
19,955
-510
32
$2.23M 1.74%
46,596
-179
33
$2.06M 1.6%
45,528
-390
34
$2.06M 1.6%
39,405
+157
35
$1.6M 1.25%
+28,285
36
$1.51M 1.17%
31,010
+305
37
$1.44M 1.12%
17,878
+650
38
$1.44M 1.12%
41,415
+10
39
$1.37M 1.06%
30,080
-10,900
40
$1.14M 0.89%
13,124
+1,135
41
$781K 0.61%
6,034
-3,299
42
$736K 0.57%
9,930
+650
43
$634K 0.49%
30,000
44
$555K 0.43%
7,238
45
$439K 0.34%
5,438
46
$429K 0.33%
3,371
+566
47
$423K 0.33%
3,195
48
$408K 0.32%
715
+15
49
$348K 0.27%
13,154
50
$334K 0.26%
6,900
1
2
3