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
$128M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.29M
3
+$3.26M
4
LKQ icon
LKQ Corp
LKQ
+$3.01M
5
DG icon
Dollar General
DG
+$2.99M

Top Sells

1
+$2.86M
2
+$2.72M
3
+$1.21M
4
WRK
WestRock Company
WRK
+$1.19M
5
PEP icon
PepsiCo
PEP
+$62.5K

Sector Composition

1 Technology 20.7%
2 Industrials 17.19%
3 Financials 15.63%
4 Healthcare 10.54%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 4.35%
53,523
-65
2
$5.43M 4.26%
114,460
+280
3
$4.87M 3.81%
30,474
-295
4
$4.55M 3.56%
23,723
+215
5
$4.48M 3.51%
16,375
-4,425
6
$4.32M 3.39%
106,830
-180
7
$4.05M 3.17%
68,820
+980
8
$3.97M 3.11%
21,790
+40
9
$3.93M 3.08%
130,650
+3,100
10
$3.92M 3.07%
22,255
-100
11
$3.83M 3%
31,283
-510
12
$3.63M 2.84%
40,780
+320
13
$3.61M 2.83%
29,420
+45
14
$3.6M 2.82%
19,841
+580
15
$3.5M 2.74%
86,542
-480
16
$3.48M 2.73%
22,295
+10
17
$3.46M 2.71%
21,790
+90
18
$3.38M 2.64%
+168,650
19
$3.37M 2.64%
19,167
+55
20
$3.31M 2.59%
68,705
+1,050
21
$3.29M 2.57%
+16,075
22
$3.28M 2.57%
21,555
+165
23
$3.26M 2.55%
+47,605
24
$3.18M 2.49%
28,665
+210
25
$3.03M 2.38%
12,454
+154
1
2 3