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
$142M
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.82M
3
+$569K
4
COP icon
ConocoPhillips
COP
+$274K
5
GIS icon
General Mills
GIS
+$219K

Top Sells

1
+$7.14M
2
+$6.87M
3
+$6.09M
4
INTU icon
Intuit
INTU
+$5.16M
5
ABT icon
Abbott
ABT
+$3.29M

Sector Composition

1 Financials 17.59%
2 Technology 17.27%
3 Energy 17.1%
4 Industrials 13.31%
5 Healthcare 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 2.31%
29,741
+1,210
27
$2.82M 1.98%
+31,258
28
$2.15M 1.51%
30,716
-1,455
29
$1.46M 1.03%
68,739
30
$1.27M 0.89%
14,794
+655
31
$918K 0.64%
6,386
32
$579K 0.41%
4,099
33
$460K 0.32%
1,790
-664
34
$427K 0.3%
1,317
35
$423K 0.3%
3,304
-150
36
$394K 0.28%
9,250
37
$380K 0.27%
18,144
-5,879
38
$339K 0.24%
2,186
39
$305K 0.21%
3,800
40
$261K 0.18%
6,447
+21
41
$232K 0.16%
1,720
42
$219K 0.15%
+2,900
43
$216K 0.15%
1,556
-30
44
$210K 0.15%
1,000
45
$209K 0.15%
1,655
46
$188K 0.13%
10,035
47
$82K 0.06%
13,050
48
$81K 0.06%
20,000
49
– –
-27,800
50
– –
-21,186
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