RIM

Reliant Investment Management Portfolio holdings

AUM $207M
1-Year Est. Return 36.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$3.76M
3
+$575K
4
COP icon
ConocoPhillips
COP
+$315K
5
SLB icon
SLB Ltd
SLB
+$234K

Top Sells

1
+$7.14M
2
+$6.87M
3
+$6.09M
4
INTU icon
Intuit
INTU
+$5.16M
5
ABT icon
Abbott
ABT
+$3.29M

Sector Composition

1 Financials 17.59%
2 Technology 17.27%
3 Energy 17.1%
4 Industrials 13.31%
5 Healthcare 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,691
52
– –
-752
53
– –
-8,000
54
– –
-2,795
55
– –
-1,090
56
– –
-10,736
57
– –
-61,355
58
– –
-55,675
59
– –
-21,186
60
– –
-27,800
1 2
3