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
$158M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.78M
3
+$3.62M
4
IQV icon
IQVIA
IQV
+$3.56M
5
FDX icon
FedEx
FDX
+$237K

Top Sells

1
+$3.56M
2
+$1.62M
3
+$866K
4
UNH icon
UnitedHealth
UNH
+$828K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$685K

Sector Composition

1 Energy 20.45%
2 Industrials 20%
3 Technology 15.82%
4 Financials 10.91%
5 Healthcare 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.15%
1,720
52
$223K 0.14%
1,000
53
$218K 0.14%
1,029
-50
54
$186K 0.12%
10,035
-2,400
55
$81K 0.05%
16,200
56
$58.8K 0.04%
20,000
57
– –
-2,678
58
– –
-8,717
59
– –
-10,695
60
– –
-3,304
61
– –
-22,768
1 2
3