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
$128M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.29M
3
+$3.26M
4
LKQ icon
LKQ Corp
LKQ
+$3.01M
5
DG icon
Dollar General
DG
+$2.99M

Top Sells

1
+$2.86M
2
+$2.72M
3
+$1.21M
4
WRK
WestRock Company
WRK
+$1.19M
5
PEP icon
PepsiCo
PEP
+$62.5K

Sector Composition

1 Technology 20.7%
2 Industrials 17.19%
3 Financials 15.63%
4 Healthcare 10.54%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 2.36%
+106,110
27
$2.99M 2.34%
+25,060
28
$2.8M 2.19%
+20,670
29
$2.75M 2.15%
99,745
+1,560
30
$2.71M 2.12%
+8,964
31
$2.63M 2.06%
27,581
+150
32
$2.47M 1.93%
54,230
+1,525
33
$2.26M 1.77%
41,970
+730
34
$1.9M 1.49%
39,915
35
$1.36M 1.06%
16,784
36
$871K 0.68%
16,140
37
$751K 0.59%
5,565
38
$690K 0.54%
30,000
39
$685K 0.54%
6,586
40
$598K 0.47%
5,557
+50
41
$334K 0.26%
3,056
42
$322K 0.25%
13,154
43
$319K 0.25%
2,000
44
$312K 0.24%
4,075
-60
45
$279K 0.22%
3,436
46
$260K 0.2%
3,800
47
$213K 0.17%
+1,720
48
$207K 0.16%
+4,000
49
$206K 0.16%
+3,484
50
$205K 0.16%
+2,186
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