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
$168M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.29M
3
+$4.19M
4
STT icon
State Street
STT
+$4.17M
5
KMB icon
Kimberly-Clark
KMB
+$233K

Top Sells

1
+$3.83M
2
+$419K
3
+$413K
4
AVGO icon
Broadcom
AVGO
+$408K
5
TMO icon
Thermo Fisher Scientific
TMO
+$334K

Sector Composition

1 Energy 21.47%
2 Industrials 18.7%
3 Financials 14.5%
4 Technology 13.62%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.79M 4.64%
145,656
-3,860
2
$7.13M 4.25%
60,460
-990
3
$7.12M 4.24%
12,923
-606
4
$6.89M 4.11%
123,210
-7,300
5
$6.84M 4.08%
12,899
+38
6
$6.61M 3.94%
20,926
-1,003
7
$6.54M 3.9%
20,055
-205
8
$6.39M 3.81%
68,800
-1,580
9
$5.99M 3.57%
33,145
-1,019
10
$5.87M 3.5%
45,150
-485
11
$5.66M 3.37%
208,994
-8,170
12
$5.48M 3.27%
139,330
-1,695
13
$5.07M 3.02%
23,675
-1,345
14
$4.77M 2.84%
+57,250
15
$4.6M 2.74%
52,093
-1,045
16
$4.52M 2.69%
18,855
-870
17
$4.46M 2.66%
40,546
-2,144
18
$4.44M 2.65%
31,190
+295
19
$4.31M 2.57%
27,311
+96
20
$4.29M 2.56%
+130,500
21
$4.2M 2.5%
126,940
-2,880
22
$4.19M 2.5%
+41,535
23
$4.17M 2.48%
+53,745
24
$4.12M 2.46%
31,345
+1,040
25
$4.08M 2.43%
12,640
-1,300
1
2 3