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
$204M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.72M
3
+$3.48M
4
SYY icon
Sysco
SYY
+$3.45M
5
RTX icon
RTX Corp
RTX
+$3.35M

Top Sells

1
+$5.5M
2
+$4.13M
3
+$2.88M
4
AAPL icon
Apple
AAPL
+$737K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$625K

Sector Composition

1 Technology 25.18%
2 Financials 17.52%
3 Consumer Staples 10.48%
4 Industrials 9.59%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 5.48%
91,695
-6,036
2
$9.93M 4.86%
40,892
-861
3
$7.39M 3.62%
24,223
+467
4
$7.26M 3.55%
15,906
+508
5
$6.67M 3.27%
15,721
+439
6
$6.67M 3.26%
64,700
-6,060
7
$6.59M 3.22%
142,100
-3,500
8
$6.29M 3.08%
22,758
+521
9
$5.96M 2.92%
44,960
+550
10
$5.84M 2.86%
20,846
+84
11
$5.74M 2.81%
67,320
+2,212
12
$5.48M 2.68%
11,199
+259
13
$5.29M 2.59%
24,380
+355
14
$5.17M 2.53%
24,435
-75
15
$5.07M 2.48%
130,971
+9,849
16
$4.96M 2.43%
13,324
+255
17
$4.8M 2.35%
33,969
+1,864
18
$4.63M 2.27%
101,210
+880
19
$4.63M 2.26%
34,815
+430
20
$4.55M 2.23%
57,975
+1,530
21
$4.53M 2.22%
77,730
+1,015
22
$4.52M 2.21%
29,665
+1,345
23
$4.5M 2.2%
19,400
+150
24
$4.45M 2.18%
54,100
+2,610
25
$4.4M 2.15%
207,525
+11,200
1
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