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
$129M
AUM Growth
+$252K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.92M
3
+$1.6M
4
PG icon
Procter & Gamble
PG
+$98.9K
5
USB icon
US Bancorp
USB
+$73.5K

Top Sells

1
+$3.31M
2
+$2.77M
3
+$2.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$495K
5
GE icon
GE Aerospace
GE
+$427K

Sector Composition

1 Technology 17.33%
2 Financials 17.31%
3 Industrials 16.71%
4 Consumer Discretionary 10.35%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 0.19%
7,880
+1,250
52
$222K 0.17%
4,000
53
$222K 0.17%
1,720
54
$204K 0.16%
7,154
55
– –
-76,155
56
– –
-64,125
57
– –
-82,620
1 2
3