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
$158M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.78M
3
+$3.62M
4
IQV icon
IQVIA
IQV
+$3.56M
5
FDX icon
FedEx
FDX
+$237K

Top Sells

1
+$3.56M
2
+$1.62M
3
+$866K
4
UNH icon
UnitedHealth
UNH
+$828K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$685K

Sector Composition

1 Energy 20.45%
2 Industrials 20%
3 Technology 15.82%
4 Financials 10.91%
5 Healthcare 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 2.23%
36,309
-2,287
27
$3.39M 2.14%
29,740
-1,605
28
$3.34M 2.11%
29,146
-2,000
29
$3.25M 2.05%
25,565
-1,746
30
$3.06M 1.93%
117,800
-9,140
31
$2.89M 1.82%
93,750
-8,600
32
$2.89M 1.82%
55,105
-2,145
33
$2.47M 1.56%
72,392
-4,955
34
$1.87M 1.18%
97,006
35
$1.11M 0.7%
63,196
36
$1.05M 0.66%
7,058
-55
37
$866K 0.55%
7,894
-6,000
38
$498K 0.31%
3,800
39
$492K 0.31%
1,432
-70
40
$435K 0.27%
2,609
41
$413K 0.26%
7,900
42
$383K 0.24%
1,328
-375
43
$352K 0.22%
23,286
-179
44
$305K 0.19%
1,968
-485
45
$286K 0.18%
3,800
46
$277K 0.17%
5,631
-564
47
$272K 0.17%
1,590
-65
48
$248K 0.16%
2,900
49
$247K 0.16%
1,500
-56
50
$237K 0.15%
+1,039
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