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
$129M
AUM Growth
+$252K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.92M
3
+$1.6M
4
PG icon
Procter & Gamble
PG
+$98.9K
5
USB icon
US Bancorp
USB
+$73.5K

Top Sells

1
+$3.31M
2
+$2.77M
3
+$2.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$495K
5
GE icon
GE Aerospace
GE
+$427K

Sector Composition

1 Technology 17.33%
2 Financials 17.31%
3 Industrials 16.71%
4 Consumer Discretionary 10.35%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.5M 3.5%
125,004
-5,340
2
$4.43M 3.44%
20,386
-250
3
$4.17M 3.24%
41,585
-1,613
4
$4.17M 3.24%
33,380
-595
5
$3.95M 3.07%
73,593
-1,190
6
$3.95M 3.07%
26,135
-705
7
$3.85M 2.99%
33,305
+225
8
$3.82M 2.97%
21,880
-475
9
$3.78M 2.94%
23,390
+50
10
$3.74M 2.91%
24,360
+75
11
$3.72M 2.89%
34,101
-219
12
$3.7M 2.87%
71,195
+1,415
13
$3.63M 2.83%
27,985
+180
14
$3.57M 2.78%
8,459
-100
15
$3.56M 2.77%
93,585
-1,020
16
$3.41M 2.65%
95,675
-1,925
17
$3.39M 2.64%
21,241
+27
18
$3.35M 2.61%
50,140
+1,020
19
$3.35M 2.6%
71,960
-640
20
$3.23M 2.51%
25,891
-16
21
$3.17M 2.46%
+73,800
22
$3.15M 2.45%
28,770
23
$3.13M 2.43%
29,425
-95
24
$3.12M 2.43%
139,727
+2,169
25
$3.06M 2.38%
51,900
-2,105
1
2 3