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
$196M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.6M
3
+$4.21M
4
HSY icon
Hershey
HSY
+$4.17M
5
MSFT icon
Microsoft
MSFT
+$4.11M

Top Sells

1
+$3.51M
2
+$3.5M
3
+$3.48M
4
RTX icon
RTX Corp
RTX
+$789K
5
AVGO icon
Broadcom
AVGO
+$780K

Sector Composition

1 Technology 25.95%
2 Healthcare 13.49%
3 Energy 13.17%
4 Industrials 12.56%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 2.24%
18,995
-305
27
$4.32M 2.2%
55,825
+867
28
$4.22M 2.15%
9,588
+58
29
$4.21M 2.14%
+9,870
30
$4.17M 2.12%
+22,380
31
$4.17M 2.12%
9,199
+246
32
$3.75M 1.91%
41,497
+850
33
$3.62M 1.84%
34,321
+656
34
$2.92M 1.49%
34,747
-9,378
35
$2.35M 1.2%
97,223
-4,705
36
$1.6M 0.82%
95,402
37
$933K 0.48%
6,366
-237
38
$929K 0.47%
9,289
+651
39
$780K 0.4%
1,338
-44
40
$752K 0.38%
37,928
-2,555
41
$621K 0.32%
3,800
42
$494K 0.25%
2,609
43
$405K 0.21%
8,008
-74
44
$303K 0.15%
3,800
45
$265K 0.13%
23,286
46
$258K 0.13%
391
+11
47
$237K 0.12%
965
-37
48
$235K 0.12%
1,009
+9
49
$231K 0.12%
1,102
+17
50
$229K 0.12%
1,130
1
2
3