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
$201M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.13M
3
+$490K
4
CVX icon
Chevron
CVX
+$304K
5
IBM icon
IBM
IBM
+$229K

Top Sells

1
+$4.46M
2
+$4.23M
3
+$3.61M
4
CTVA icon
Corteva
CTVA
+$3.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.21M

Sector Composition

1 Technology 29.21%
2 Financials 19.1%
3 Healthcare 10.18%
4 Industrials 9.37%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 5.88%
83,482
-2,240
2
$8.47M 4.22%
63,360
-740
3
$8.47M 4.22%
14,824
-600
4
$8.35M 4.16%
32,080
-4,645
5
$7.58M 3.77%
23,082
-1,077
6
$6.85M 3.41%
21,411
-1,565
7
$6.7M 3.33%
14,601
-615
8
$6.68M 3.32%
137,730
-7,150
9
$6.31M 3.14%
10,151
-558
10
$6.08M 3.03%
63,912
-4,920
11
$5.74M 2.85%
55,738
-4,795
12
$5.68M 2.83%
44,060
-650
13
$5.67M 2.82%
19,336
-1,093
14
$5.58M 2.78%
10,345
-530
15
$5.35M 2.66%
126,004
-1,675
16
$5.27M 2.62%
23,669
-885
17
$5.19M 2.58%
24,442
+32
18
$4.91M 2.44%
12,569
-720
19
$4.8M 2.39%
29,305
-85
20
$4.76M 2.37%
31,646
-1,828
21
$4.58M 2.28%
57,390
+180
22
$4.51M 2.25%
76,974
-976
23
$4.44M 2.21%
101,185
+1,135
24
$4.41M 2.19%
51,190
-2,240
25
$4.17M 2.08%
28,010
-1,680
1
2 3