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
$123M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.93M
3
+$2.09M
4
XPO icon
XPO
XPO
+$2.02M
5
BERY
Berry Global Group, Inc.
BERY
+$1.71M

Top Sells

1
+$7.92M
2
+$5.99M
3
+$4.71M
4
USB icon
US Bancorp
USB
+$4.22M
5
FDX icon
FedEx
FDX
+$3.99M

Sector Composition

1 Technology 19.75%
2 Industrials 13.56%
3 Consumer Discretionary 12.6%
4 Energy 12.11%
5 Financials 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.17M 3.4%
35,635
-40,240
2
$4.15M 3.38%
76,860
-11,700
3
$3.99M 3.25%
38,130
-37,745
4
$3.92M 3.19%
21,026
-21,436
5
$3.88M 3.16%
134,024
-132,304
6
$3.86M 3.15%
21,453
-21,508
7
$3.75M 3.06%
73,050
-82,185
8
$3.67M 2.99%
44,363
-43,913
9
$3.61M 2.94%
+97,105
10
$3.58M 2.92%
34,985
-35,895
11
$3.46M 2.82%
41,211
-40,891
12
$3.35M 2.73%
23,605
-23,320
13
$3.29M 2.68%
8,634
-8,619
14
$3.29M 2.68%
24,500
-24,084
15
$3.27M 2.67%
28,290
-28,215
16
$3.22M 2.62%
22,815
-22,085
17
$3.16M 2.58%
27,480
-26,880
18
$3.13M 2.55%
44,868
-35,662
19
$3.08M 2.51%
29,605
-28,133
20
$3.05M 2.49%
81,570
-195
21
$3.03M 2.47%
100,500
-102,020
22
$2.99M 2.44%
75,838
-73,998
23
$2.93M 2.39%
+46,100
24
$2.92M 2.38%
73,820
-73,120
25
$2.92M 2.38%
29,740
-37,640
1
2 3