RIM
Reliant Investment Management Portfolio holdings
AUM
$207M
1-Year Est. Return
36.52%
This Fund
S&P 500
1 Year Est. Return
+36.52%
AUM
$247M
AUM Growth
-$17M
(-6.4%)
Holding
64
Top Buys
| 1 | +$5.38M | |
| 2 | +$776K | |
| 3 | +$394K | |
| 4 |
Coherent
COHR
|
+$276K |
| 5 |
Merck
MRK
|
+$217K |
Top Sells
| 1 | +$8.28M | |
| 2 | +$5.82M | |
| 3 | +$5.28M | |
| 4 |
Broadcom
AVGO
|
+$2.57M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$819K |
Sector Composition
| 1 | Technology | 29.58% |
| 2 | Financials | 18.03% |
| 3 | Industrials | 17.54% |
| 4 | Communication Services | 10.52% |
| 5 | Consumer Discretionary | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Automatic Data Processing
ADP
$85.6B
| $260K | 0.11% |
1,009
|
|
||
52
Costco
COST
$449B
| $259K | 0.1% |
300
-17
|
|
||
|
53
Merck
MRK
$277B
| $243K | 0.1% |
+2,311
|
|
||
54
Visa
V
$624B
| $234K | 0.1% |
668
-29
|
|
||
55
Bloom Energy
BE
$82.6B
| $222K | 0.09% |
2,556
+90
|
|
||
56
Palantir
PLTR
$345B
| $220K | 0.09% |
1,240
-100
|
|
||
57
Regions Financial
RF
$24.1B
| $217K | 0.09% |
8,000
|
|
||
58
AutoZone
AZO
$59.2B
| – | – |
-64
|
|
||
59
Booking.com
BKNG
$131B
| – | – |
-24,450
|
|
||
60
Blackrock
BLK
$165B
| – | – |
-4,991
|
|
||
61
Honeywell
HON
$135B
| – | – |
-1,142
|
|
||
62
Kimberly-Clark
KMB
$32.4B
| – | – |
-1,720
|
|
||
63
Simmons First National
SFNC
$3.08B
| – | – |
-13,613
|
|
||
64
S&P Global
SPGI
$126B
| – | – |
-640
|
|