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
$213M
AUM Growth
+$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$445K
3
+$357K
4
FCX icon
Freeport-McMoran
FCX
+$266K
5
AMD icon
Advanced Micro Devices
AMD
+$243K

Top Sells

1
+$6.47M
2
+$5.03M
3
+$4.16M
4
IQV icon
IQVIA
IQV
+$3.94M
5
MS icon
Morgan Stanley
MS
+$234K

Sector Composition

1 Technology 31.67%
2 Industrials 14.22%
3 Financials 11.23%
4 Healthcare 9.34%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 2.4%
18,178
+625
27
$5.06M 2.38%
10,239
-138
28
$4.83M 2.27%
+23,390
29
$4.07M 1.91%
81,477
+5,324
30
$4.06M 1.91%
7,844
-2
31
$3.97M 1.87%
41,322
+535
32
$3.93M 1.85%
19,790
-40
33
$1.4M 0.66%
11,943
-329
34
$1.3M 0.61%
7,513
+844
35
$1.23M 0.58%
1,387
+59
36
$862K 0.41%
3,900
+40
37
$469K 0.22%
5,814
+1,713
38
$454K 0.21%
8,525
+100
39
$445K 0.21%
+898
40
$394K 0.19%
3,800
41
$371K 0.17%
418
+27
42
$326K 0.15%
15,113
-5,900
43
$280K 0.13%
609
44
$279K 0.13%
1,009
45
$274K 0.13%
1,327
+300
46
$263K 0.12%
450
-11,062
47
$251K 0.12%
528
48
$245K 0.12%
1,720
49
$243K 0.11%
1,648
+79
50
$236K 0.11%
75
1
2
3