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
$156M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.17M
3
+$3.16M
4
SONY icon
Sony
SONY
+$2.96M
5
IBM icon
IBM
IBM
+$471K

Top Sells

1
+$4.47M
2
+$3.57M
3
+$2.94M
4
HCA icon
HCA Healthcare
HCA
+$2.73M
5
KMI icon
Kinder Morgan
KMI
+$1.89M

Sector Composition

1 Technology 31.72%
2 Financials 13.27%
3 Healthcare 11.84%
4 Consumer Discretionary 10.18%
5 Consumer Staples 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.15%
+5,425
52
$229K 0.15%
+8,130
53
$229K 0.15%
1,349
-26,325
54
$220K 0.14%
+4,462
55
$214K 0.14%
+2,131
56
$211K 0.14%
1,423
+165
57
$209K 0.13%
13,154
58
$116K 0.07%
+10,035
59
$15K 0.01%
1,240
60
– –
-50,080
61
– –
-28,150
62
– –
-65,395
1 2
3