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
$204M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.72M
3
+$3.48M
4
SYY icon
Sysco
SYY
+$3.45M
5
RTX icon
RTX Corp
RTX
+$3.35M

Top Sells

1
+$5.5M
2
+$4.13M
3
+$2.88M
4
AAPL icon
Apple
AAPL
+$737K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$625K

Sector Composition

1 Technology 25.18%
2 Financials 17.52%
3 Consumer Staples 10.48%
4 Industrials 9.59%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.13%
2,186
52
$262K 0.13%
+7,950
53
$245K 0.12%
3,365
-1,755
54
$242K 0.12%
3,115
-200
55
$239K 0.12%
1,720
56
$229K 0.11%
1,480
-300
57
$211K 0.1%
+800
58
$207K 0.1%
10,035
59
$205K 0.1%
+2,436
60
– –
-26,145
61
– –
-10,772
62
– –
-11,000
63
– –
-13,500
64
– –
-4,000
65
– –
-10,670
66
– –
-3,605
67
– –
-73,335
68
– –
-6,750
69
– –
-1,240
1 2
3