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
$156M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.17M
3
+$3.16M
4
SONY icon
Sony
SONY
+$2.96M
5
IBM icon
IBM
IBM
+$471K

Top Sells

1
+$4.47M
2
+$3.57M
3
+$2.94M
4
HCA icon
HCA Healthcare
HCA
+$2.73M
5
KMI icon
Kinder Morgan
KMI
+$1.89M

Sector Composition

1 Technology 31.72%
2 Financials 13.27%
3 Healthcare 11.84%
4 Consumer Discretionary 10.18%
5 Consumer Staples 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 7.56%
101,566
+286
2
$8.3M 5.34%
42,150
-4,725
3
$6.82M 4.38%
15,438
-592
4
$6.4M 4.11%
23,036
+285
5
$5.38M 3.46%
64,640
-480
6
$5.3M 3.41%
15,207
+157
7
$5.3M 3.41%
25,270
+170
8
$5.19M 3.34%
44,085
+495
9
$5.16M 3.32%
70,380
+2,400
10
$5.14M 3.31%
141,100
+2,750
11
$4.81M 3.1%
21,296
-680
12
$4.69M 3.01%
23,440
+655
13
$4.68M 3.01%
+57,125
14
$4.62M 2.97%
10,862
+452
15
$4.61M 2.96%
19,337
-420
16
$4.54M 2.92%
111,180
+2,100
17
$4.39M 2.82%
11,165
+800
18
$4.33M 2.78%
31,225
-405
19
$4.3M 2.77%
34,265
-265
20
$4.22M 2.71%
49,730
+2,230
21
$4.06M 2.61%
87,018
+7,113
22
$3.91M 2.52%
23,770
+1,100
23
$3.69M 2.38%
11,849
+175
24
$3.56M 2.29%
10,915
+615
25
$3.17M 2.04%
+45,640
1
2 3