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

Top Buys

1
+$4.3M
2
+$3.7M
3
+$3.3M
4
XOM icon
Exxon Mobil
XOM
+$343K
5
CVX icon
Chevron
CVX
+$245K

Top Sells

1
+$4.51M
2
+$3.35M
3
+$2.96M
4
T icon
AT&T
T
+$1.68M
5
CAT icon
Caterpillar
CAT
+$1.66M

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
– –
-1,166
59
– –
-34,337
60
– –
-95,402
61
– –
-5,139
62
– –
-793
63
– –
-23,286
64
– –
-1,228
1 2
3