RIM
Reliant Investment Management Portfolio holdings
AUM
$231M
This Quarter Return
-16.54%
1 Year Return
+29.52%
3 Year Return
+98.8%
5 Year Return
+195.18%
10 Year Return
+446.75%
AUM
$99.3M
AUM Growth
+$99.3M
(-31%)
Cap. Flow
-$23.9M
Cap. Flow
% of AUM
-24.02%
Top 10 Holdings %
Top 10 Hldgs %
39.29%
Holding
55
New
4
Increased
2
Reduced
26
Closed
12
Top Buys
| 1 |
Broadcom
AVGO
|
$3.24M |
| 2 |
Linde
LIN
|
$2.98M |
| 3 |
Visa
V
|
$2.94M |
| 4 |
Ulta Beauty
ULTA
|
$2.86M |
| 5 |
Amazon
AMZN
|
$2.64M |
Top Sells
| 1 |
XPO
XPO
|
$5.33M |
| 2 |
Domino's
DPZ
|
$4.64M |
| 3 |
Blackrock
BLK
|
$3.84M |
| 4 |
Citigroup
C
|
$3.76M |
| 5 |
Hubbell
HUBB
|
$3.5M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 17.11% |
| 3 | Consumer Discretionary | 13.94% |
| 4 | Industrials | 13.54% |
| 5 | Healthcare | 11.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Old Dominion Freight Line
ODFL
$31.4B
| – | – |
-1,370
| Closed | -$221K |
|
|
52
XPO
XPO
$15B
| – | – |
-46,651
| Closed | -$5.33M |
|
|
PX
53
DELISTED
Praxair Inc
PX
| – | – |
-20,457
| Closed | -$3.29M |
|
|
ATVI
54
DELISTED
Activision Blizzard Inc.
ATVI
| – | – |
-41,840
| Closed | -$3.48M |
|