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
$213M
AUM Growth
+$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$445K
3
+$357K
4
FCX icon
Freeport-McMoran
FCX
+$266K
5
AMD icon
Advanced Micro Devices
AMD
+$243K

Top Sells

1
+$6.47M
2
+$5.03M
3
+$4.16M
4
IQV icon
IQVIA
IQV
+$3.94M
5
MS icon
Morgan Stanley
MS
+$234K

Sector Composition

1 Technology 31.67%
2 Industrials 14.22%
3 Financials 11.23%
4 Healthcare 9.34%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.11%
839
52
$226K 0.11%
+1,864
53
$221K 0.1%
1,281
54
$210K 0.1%
840
-20,068
55
$207K 0.1%
+2,808
56
$207K 0.1%
+838
57
$203K 0.1%
+1,614
58
– –
-123,031
59
– –
-18,640
60
– –
-2,405
61
– –
-10,035
62
– –
-20,000
63
– –
-7,645
1 2
3