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
$142M
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.82M
3
+$569K
4
COP icon
ConocoPhillips
COP
+$274K
5
GIS icon
General Mills
GIS
+$219K

Top Sells

1
+$7.14M
2
+$6.87M
3
+$6.09M
4
INTU icon
Intuit
INTU
+$5.16M
5
ABT icon
Abbott
ABT
+$3.29M

Sector Composition

1 Financials 17.59%
2 Technology 17.27%
3 Energy 17.1%
4 Industrials 13.31%
5 Healthcare 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.43M 5.22%
13,674
-575
2
$6.68M 4.69%
13,015
-215
3
$6.45M 4.53%
132,760
-850
4
$6.34M 4.45%
46,393
-19,494
5
$6.22M 4.37%
22,678
-155
6
$5.89M 4.14%
20,492
+11
7
$5.87M 4.12%
53,840
-1,680
8
$5.81M 4.08%
34,878
+3,415
9
$5.49M 3.86%
42,975
-385
10
$5.44M 3.82%
60,595
+3,055
11
$5.38M 3.78%
69,310
-370
12
$5.25M 3.69%
146,785
+5,615
13
$4.76M 3.34%
211,575
+7,550
14
$4.67M 3.28%
14,047
-225
15
$4.54M 3.19%
+28,760
16
$4.53M 3.18%
23,016
-640
17
$4.31M 3.03%
24,809
-258
18
$4.28M 3%
136,340
+5,250
19
$3.97M 2.79%
127,459
+1,365
20
$3.95M 2.78%
41,125
+259
21
$3.9M 2.74%
108,310
+3,920
22
$3.76M 2.64%
79,214
+1,245
23
$3.72M 2.62%
127,600
-2,820
24
$3.52M 2.47%
19,680
-285
25
$3.34M 2.35%
9,526
-837
1
2 3