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
$201M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.13M
3
+$490K
4
CVX icon
Chevron
CVX
+$304K
5
IBM icon
IBM
IBM
+$229K

Top Sells

1
+$4.46M
2
+$4.23M
3
+$3.61M
4
CTVA icon
Corteva
CTVA
+$3.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.21M

Sector Composition

1 Technology 29.21%
2 Financials 19.1%
3 Healthcare 10.18%
4 Industrials 9.37%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.99%
134,650
-1,360
27
$3.98M 1.98%
66,270
-3,270
28
$3.95M 1.96%
58,225
+2,660
29
$3.92M 1.95%
+16,865
30
$3.88M 1.93%
23,620
+1,380
31
$3.62M 1.8%
132,465
+2,450
32
$3.57M 1.78%
18,603
-1,205
33
$3.39M 1.69%
39,405
-2,245
34
$3.24M 1.61%
41,235
-3,525
35
$3.19M 1.59%
56,950
-3,570
36
$3.13M 1.56%
+10,988
37
$851K 0.42%
6,086
38
$830K 0.41%
14,104
39
$759K 0.38%
5,715
+1,726
40
$647K 0.32%
2,294
+312
41
$587K 0.29%
4,104
-4
42
$518K 0.26%
9,525
43
$490K 0.24%
+24,023
44
$408K 0.2%
20,000
-5,000
45
$397K 0.2%
2,621
46
$389K 0.19%
13,154
47
$380K 0.19%
5,415
48
$357K 0.18%
2,131
49
$342K 0.17%
1,482
50
$304K 0.15%
+2,994
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