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
$168M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.29M
3
+$4.19M
4
STT icon
State Street
STT
+$4.17M
5
KMB icon
Kimberly-Clark
KMB
+$233K

Top Sells

1
+$3.83M
2
+$419K
3
+$413K
4
AVGO icon
Broadcom
AVGO
+$408K
5
TMO icon
Thermo Fisher Scientific
TMO
+$334K

Sector Composition

1 Energy 21.47%
2 Industrials 18.7%
3 Financials 14.5%
4 Technology 13.62%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 2.4%
31,146
-1,135
27
$3.84M 2.29%
102,350
-5,150
28
$3.83M 2.28%
38,596
+519
29
$3.56M 2.12%
8,717
-592
30
$3.33M 1.98%
77,347
-2,705
31
$1.79M 1.06%
97,006
-5,464
32
$1.62M 0.97%
22,768
-5,793
33
$1.53M 0.91%
13,894
-900
34
$1.36M 0.81%
63,196
-470
35
$1.08M 0.64%
7,113
-318
36
$549K 0.33%
1,502
-130
37
$535K 0.32%
3,800
-400
38
$469K 0.28%
3,304
39
$433K 0.26%
2,453
+69
40
$432K 0.26%
2,609
+423
41
$408K 0.24%
1,703
-237
42
$376K 0.22%
7,900
-20
43
$299K 0.18%
3,800
44
$293K 0.17%
6,195
-234
45
$276K 0.16%
2,678
-195
46
$268K 0.16%
12,435
47
$266K 0.16%
1,079
-119
48
$260K 0.15%
1,655
49
$243K 0.14%
2,900
50
$239K 0.14%
1,000
1
2
3