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
$212M
AUM Growth
-$974K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.84M
3
+$3.53M
4
XOM icon
Exxon Mobil
XOM
+$347K
5
CVX icon
Chevron
CVX
+$250K

Top Sells

1
+$4.42M
2
+$3.35M
3
+$2.57M
4
CAT icon
Caterpillar
CAT
+$1.73M
5
T icon
AT&T
T
+$1.68M

Sector Composition

1 Technology 30.18%
2 Healthcare 12.92%
3 Industrials 12.3%
4 Financials 10.07%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.11%
2,405
-46,433
52
$222K 0.1%
75
-5
53
$222K 0.1%
528
54
$219K 0.1%
1,027
55
$219K 0.1%
7,645
-1,400
56
$201K 0.09%
10,035
57
$77.2K 0.04%
20,000
58
– –
-95,402
59
– –
-5,139
60
– –
-793
61
– –
-1,166
62
– –
-34,337
63
– –
-23,286
64
– –
-1,228
1 2
3