RIM
Reliant Investment Management Portfolio holdings
AUM
$231M
1-Year Return
29.52%
This Quarter Return
+10.36%
1 Year Return
+29.52%
3 Year Return
+98.8%
5 Year Return
+195.18%
10 Year Return
+446.75%
AUM
$142M
AUM Growth
+$15.8M
(+13%)
Cap. Flow
+$5.03M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
Top 10 Hldgs %
36.6%
Holding
52
New
4
Increased
15
Reduced
17
Closed
4
Top Buys
| 1 |
Nike
NKE
|
$3.08M |
| 2 |
ON Semiconductor
ON
|
$3.02M |
| 3 |
UnitedHealth
UNH
|
$2.79M |
| 4 |
Truist Financial
TFC
|
$263K |
| 5 |
PPG Industries
PPG
|
$113K |
Top Sells
| 1 |
Salesforce
CRM
|
$2.74M |
| 2 |
Trimble
TRMB
|
$577K |
| 3 |
Dominion Energy
D
|
$330K |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$248K |
| 5 |
AT&T
T
|
$216K |
Sector Composition
| 1 | Technology | 22.9% |
| 2 | Financials | 20.76% |
| 3 | Industrials | 10.12% |
| 4 | Healthcare | 8.42% |
| 5 | Communication Services | 8.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
AT&T
T
$212B
| – | – |
-7,549
| Closed | -$216K |
|
|
STI
52
DELISTED
SunTrust Banks, Inc.
STI
| – | – |
-3,607
| Closed | -$248K |
|