RIM

Reliant Investment Management Portfolio holdings

AUM $207M
1-Year Est. Return 36.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.74M
3
+$5M
4
IBM icon
IBM
IBM
+$4.99M
5
SYK icon
Stryker
SYK
+$239K

Top Sells

1
+$5.2M
2
+$2.02M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$314K
5
LLY icon
Eli Lilly
LLY
+$272K

Sector Composition

1 Technology 32.04%
2 Financials 18.21%
3 Industrials 15.06%
4 Communication Services 9.4%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.1%
7,658
-1,248
52
$261K 0.1%
13,613
53
$252K 0.1%
528
54
$244K 0.09%
+1,340
55
$238K 0.09%
697
+10
56
$226K 0.09%
1,142
-264
57
$214K 0.08%
1,720
58
$211K 0.08%
+8,000
59
$209K 0.08%
+2,466
60
– –
-22,256
61
– –
-426
1 2
3