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
$99.3M
AUM Growth
-$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.98M
3
+$2.94M
4
ULTA icon
Ulta Beauty
ULTA
+$2.86M
5
AMZN icon
Amazon
AMZN
+$2.64M

Top Sells

1
+$5.33M
2
+$4.64M
3
+$3.84M
4
C icon
Citigroup
C
+$3.76M
5
HUBB icon
Hubbell
HUBB
+$3.5M

Sector Composition

1 Technology 18.91%
2 Financials 17.11%
3 Consumer Discretionary 13.94%
4 Industrials 13.54%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.66M 4.69%
20,800
-940
2
$4.51M 4.54%
53,588
-1,345
3
$4.5M 4.53%
114,180
-2,660
4
$4.14M 4.17%
30,769
-1,135
5
$4.04M 4.07%
23,508
-647
6
$3.54M 3.57%
67,840
-2,060
7
$3.51M 3.54%
31,793
-805
8
$3.43M 3.46%
29,375
-1,400
9
$3.36M 3.38%
107,010
+1,080
10
$3.33M 3.36%
21,750
-1,080
11
$3.24M 3.26%
+127,550
12
$3.15M 3.17%
22,355
-960
13
$3.12M 3.14%
28,455
-650
14
$3.11M 3.13%
19,261
-580
15
$3.09M 3.11%
67,655
-2,215
16
$3.04M 3.06%
40,460
+35,200
17
$2.98M 3%
+19,112
18
$2.94M 2.96%
+22,285
19
$2.87M 2.89%
21,700
-1,603
20
$2.86M 2.88%
87,022
-5,655
21
$2.86M 2.88%
+11,690
22
$2.81M 2.83%
21,390
-795
23
$2.72M 2.74%
25,080
-570
24
$2.7M 2.72%
12,300
-82
25
$2.7M 2.72%
41,240
-240
1
2 3