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
$243M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.84M
3
+$3.6M
4
HAL icon
Halliburton
HAL
+$2.9M
5
BA icon
Boeing
BA
+$2.85M

Top Sells

1
+$3.01M
2
+$708K
3
+$377K
4
TMO icon
Thermo Fisher Scientific
TMO
+$304K
5
FCX icon
Freeport-McMoran
FCX
+$275K

Sector Composition

1 Technology 29.94%
2 Financials 16.52%
3 Industrials 11.62%
4 Healthcare 9.8%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 5.81%
79,495
-3,987
2
$9.59M 3.94%
14,369
-455
3
$9.2M 3.78%
22,173
-909
4
$9.1M 3.74%
136,810
-920
5
$8.96M 3.68%
61,840
-1,520
6
$8.72M 3.59%
21,046
-365
7
$8.24M 3.39%
45,070
+1,010
8
$7.82M 3.22%
14,535
-66
9
$7.78M 3.2%
54,040
-1,698
10
$6.97M 2.87%
10,586
+435
11
$6.95M 2.86%
62,692
-1,220
12
$6.76M 2.78%
19,506
+170
13
$6.52M 2.68%
12,984
+415
14
$6.45M 2.65%
10,025
-320
15
$6.28M 2.58%
33,276
+1,196
16
$5.56M 2.29%
124,894
-1,110
17
$5.53M 2.28%
31,848
+202
18
$5.35M 2.2%
57,696
+306
19
$5.28M 2.17%
25,309
+867
20
$5.24M 2.15%
109,440
+8,255
21
$5.17M 2.13%
23,882
+213
22
$5.03M 2.07%
30,470
+2,460
23
$4.89M 2.01%
72,390
+6,120
24
$4.8M 1.97%
30,285
+980
25
$4.8M 1.97%
81,919
+4,945
1
2 3