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
$102M
AUM Growth
-$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.51M
3
+$434K
4
USB icon
US Bancorp
USB
+$404K
5
FDX icon
FedEx
FDX
+$403K

Top Sells

1
+$3.01M
2
+$2.16M
3
+$2.12M
4
CMI icon
Cummins
CMI
+$2.09M
5
PII icon
Polaris
PII
+$2.06M

Sector Composition

1 Consumer Discretionary 15.92%
2 Financials 14.07%
3 Technology 14.06%
4 Industrials 11.9%
5 Healthcare 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.88M 3.81%
52,219
+33,800
2
$3.68M 3.61%
133,416
+1,268
3
$3.58M 3.51%
37,975
+3,735
4
$3.46M 3.4%
38,825
+4,135
5
$3.38M 3.31%
59,408
-4,675
6
$3.29M 3.23%
46,055
+4,015
7
$3.27M 3.21%
53,160
+4,208
8
$3.19M 3.13%
77,790
+9,845
9
$3.05M 2.99%
48,680
+5,960
10
$3.01M 2.95%
36,543
+2,873
11
$3M 2.94%
20,806
+2,796
12
$2.93M 2.88%
25,406
+515
13
$2.92M 2.86%
23,855
+2,175
14
$2.85M 2.8%
+27,880
15
$2.8M 2.75%
41,108
+3,025
16
$2.8M 2.75%
54,755
+4,395
17
$2.79M 2.74%
58,065
+5,285
18
$2.66M 2.61%
110,085
+555
19
$2.63M 2.58%
42,805
+1,635
20
$2.61M 2.56%
29,995
+1,495
21
$2.56M 2.51%
23,340
+2,275
22
$2.51M 2.46%
65,625
+7,000
23
$2.51M 2.46%
8,435
+1,458
24
$2.38M 2.34%
39,715
+4,615
25
$2.3M 2.26%
57,202
+6,520
1
2 3