RIM

Reliant Investment Management Portfolio holdings

AUM $247M
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.95M
3
+$1.53M
4
JNJ icon
Johnson & Johnson
JNJ
+$403K
5
WBD icon
Warner Bros
WBD
+$332K

Top Sells

1
+$4.53M
2
+$3.95M
3
+$250K
4
KMB icon
Kimberly-Clark
KMB
+$232K
5
HD icon
Home Depot
HD
+$221K

Sector Composition

1 Energy 17.8%
2 Technology 16.55%
3 Industrials 16.23%
4 Financials 14.26%
5 Healthcare 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149K 0.11%
+3,254
52
$95K 0.07%
15,450
+2,400
53
$54K 0.04%
20,000
54
– –
-23,016
55
– –
-1,720
56
– –
-41,125
1 2
3