RIM
Reliant Investment Management Portfolio holdings
AUM
$231M
This Quarter Return
+1.77%
1 Year Return
+29.52%
3 Year Return
+98.8%
5 Year Return
+195.18%
10 Year Return
+446.75%
AUM
$134M
AUM Growth
+$134M
(-0.31%)
Cap. Flow
-$1.48M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
34.09%
Holding
53
New
1
Increased
11
Reduced
33
Closed
3
Top Buys
| 1 |
Honeywell
HON
|
$3.12M |
| 2 |
APC
Anadarko Petroleum
APC
|
$448K |
| 3 |
Accenture
ACN
|
$85.9K |
| 4 |
Bank of America
BAC
|
$49.2K |
| 5 |
EOG Resources
EOG
|
$39.2K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.71M |
| 2 |
Apple
AAPL
|
$328K |
| 3 |
LMNX
Luminex Corp
LMNX
|
$295K |
| 4 |
Eaton
ETN
|
$231K |
| 5 |
Colgate-Palmolive
CL
|
$210K |
Sector Composition
| 1 | Industrials | 20.09% |
| 2 | Financials | 20.08% |
| 3 | Technology | 15.99% |
| 4 | Consumer Discretionary | 12.17% |
| 5 | Energy | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Eli Lilly
LLY
$659B
| – | – |
-34,979
| Closed | -$2.71M |
|