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
$212M
AUM Growth
-$974K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.7M
3
+$3.3M
4
XOM icon
Exxon Mobil
XOM
+$343K
5
CVX icon
Chevron
CVX
+$245K

Top Sells

1
+$4.51M
2
+$3.35M
3
+$2.96M
4
T icon
AT&T
T
+$1.68M
5
CAT icon
Caterpillar
CAT
+$1.66M

Sector Composition

1 Technology 30.18%
2 Healthcare 12.92%
3 Industrials 12.3%
4 Financials 10.07%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 2.08%
9,881
+318
27
$4.38M 2.06%
13,137
-4,998
28
$4.36M 2.05%
7,846
+190
29
$4.3M 2.03%
9,214
+35
30
$4.3M 2.03%
+48,248
31
$4.16M 1.96%
123,031
+1,235
32
$4.05M 1.91%
40,787
-110
33
$3.94M 1.86%
18,640
-420
34
$3.7M 1.74%
+76,153
35
$3.5M 1.65%
19,830
+18,700
36
$1.41M 0.67%
12,272
+2,983
37
$1.2M 0.57%
1,328
-10
38
$1.1M 0.52%
6,669
+303
39
$668K 0.31%
3,860
+60
40
$400K 0.19%
8,425
+599
41
$369K 0.17%
21,013
-4,635
42
$369K 0.17%
3,800
43
$332K 0.16%
391
44
$278K 0.13%
4,101
45
$256K 0.12%
1,281
46
$252K 0.12%
839
47
$248K 0.12%
609
48
$245K 0.12%
+1,569
49
$241K 0.11%
1,009
50
$238K 0.11%
1,720
1
2
3