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
$174M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.01M
3
+$3.92M
4
CRWD icon
CrowdStrike
CRWD
+$3.79M
5
DIS icon
Walt Disney
DIS
+$3.63M

Top Sells

1
+$4.67M
2
+$3.78M
3
+$3.25M
4
TFC icon
Truist Financial
TFC
+$2.47M
5
MRO
Marathon Oil Corporation
MRO
+$2.11M

Sector Composition

1 Industrials 22.24%
2 Energy 18.27%
3 Technology 16.27%
4 Healthcare 12.09%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 2.18%
+25,810
27
$3.68M 2.12%
50,275
-115
28
$3.63M 2.09%
+40,705
29
$3.55M 2.04%
62,600
+7,495
30
$3.53M 2.03%
35,880
-429
31
$3.43M 1.98%
29,986
+840
32
$3.17M 1.83%
114,520
-3,280
33
$2.72M 1.57%
89,950
-3,800
34
$2.23M 1.28%
96,702
-91,597
35
$1.52M 0.88%
95,402
-1,604
36
$1.09M 0.63%
63,196
37
$1.04M 0.6%
6,858
-200
38
$847K 0.49%
7,894
39
$672K 0.39%
1,432
40
$589K 0.34%
1,730
+402
41
$508K 0.29%
3,800
42
$491K 0.28%
2,609
43
$409K 0.24%
7,900
44
$351K 0.2%
6,699
+1,068
45
$299K 0.17%
1,809
-159
46
$293K 0.17%
3,800
47
$292K 0.17%
23,286
48
$261K 0.15%
1,500
49
$258K 0.15%
1,039
50
$237K 0.14%
1,720
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