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
$172M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.8M
3
+$3.57M
4
ORCL icon
Oracle
ORCL
+$3.57M
5
SPGI icon
S&P Global
SPGI
+$3.48M

Top Sells

1
+$3.9M
2
+$3.86M
3
+$3.68M
4
J icon
Jacobs Solutions
J
+$3.53M
5
NVEE
NV5 Global
NVEE
+$3.17M

Sector Composition

1 Technology 20.27%
2 Energy 18.88%
3 Industrials 15.25%
4 Healthcare 13.95%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.12%
+607
52
$213K 0.12%
3,999
-2,700
53
$208K 0.12%
1,720
54
$204K 0.12%
1,002
55
$202K 0.12%
4,990
56
$201K 0.12%
875
+13
57
$200K 0.12%
1,085
-21,095
58
$173K 0.1%
+10,035
59
$88.4K 0.05%
+13,700
60
– –
-50,275
61
– –
-118,355
62
– –
-114,520
63
– –
-89,950
64
– –
-2,900
65
– –
-35,880
66
– –
-1,809
1 2
3