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
$174M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.01M
3
+$3.92M
4
CRWD icon
CrowdStrike
CRWD
+$3.79M
5
DIS icon
Walt Disney
DIS
+$3.63M

Top Sells

1
+$4.67M
2
+$3.78M
3
+$3.25M
4
TFC icon
Truist Financial
TFC
+$2.47M
5
MRO
Marathon Oil Corporation
MRO
+$2.11M

Sector Composition

1 Industrials 22.24%
2 Energy 18.27%
3 Technology 16.27%
4 Healthcare 12.09%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.13%
2,900
52
$220K 0.13%
1,000
53
$209K 0.12%
+1,130
54
$205K 0.12%
+4,990
55
$205K 0.12%
+1,002
56
$205K 0.12%
+862
57
$205K 0.12%
+380
58
– –
-15,822
59
– –
-1,029
60
– –
-25,565
61
– –
-36,576
62
– –
-10,035
63
– –
-20,000
64
– –
-72,392
65
– –
-16,200
1 2
3