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
$196M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.6M
3
+$4.21M
4
HSY icon
Hershey
HSY
+$4.17M
5
MSFT icon
Microsoft
MSFT
+$4.11M

Top Sells

1
+$3.51M
2
+$3.5M
3
+$3.48M
4
RTX icon
RTX Corp
RTX
+$789K
5
AVGO icon
Broadcom
AVGO
+$780K

Sector Composition

1 Technology 25.95%
2 Healthcare 13.49%
3 Energy 13.17%
4 Industrials 12.56%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.11%
864
52
$217K 0.11%
609
+2
53
$216K 0.11%
4,101
+102
54
$209K 0.11%
1,720
55
$207K 0.11%
80
-6
56
$206K 0.11%
793
-82
57
$206K 0.11%
+528
58
$203K 0.1%
+1,166
59
$200K 0.1%
1,657
-28,727
60
$194K 0.1%
10,035
61
$143K 0.07%
+20,000
62
$89.7K 0.05%
13,700
63
– –
-4,990
64
– –
-29,490
65
– –
-63,835
1 2
3