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
$158M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.78M
3
+$3.62M
4
IQV icon
IQVIA
IQV
+$3.56M
5
FDX icon
FedEx
FDX
+$237K

Top Sells

1
+$3.56M
2
+$1.62M
3
+$866K
4
UNH icon
UnitedHealth
UNH
+$828K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$685K

Sector Composition

1 Energy 20.45%
2 Industrials 20%
3 Technology 15.82%
4 Financials 10.91%
5 Healthcare 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.43M 4.69%
45,072
-78
2
$7.04M 4.44%
109,710
-13,500
3
$6.93M 4.37%
12,021
-902
4
$6.52M 4.12%
132,881
-12,775
5
$6.52M 4.12%
18,355
-1,700
6
$5.67M 3.58%
57,135
-3,325
7
$5.55M 3.5%
30,430
-2,715
8
$5.54M 3.5%
18,778
-2,148
9
$5.27M 3.33%
11,146
-1,753
10
$5.12M 3.23%
64,245
-4,555
11
$4.88M 3.08%
29,256
-1,934
12
$4.72M 2.98%
45,491
-6,602
13
$4.67M 2.95%
36,576
-3,970
14
$4.51M 2.85%
188,299
-20,695
15
$4.4M 2.78%
12,415
-225
16
$4.17M 2.63%
21,830
-1,845
17
$4.09M 2.58%
17,855
-1,000
18
$4.06M 2.56%
41,480
-55
19
$3.97M 2.51%
125,605
-13,725
20
$3.81M 2.41%
+132,145
21
$3.81M 2.41%
50,390
-3,355
22
$3.78M 2.39%
+15,822
23
$3.62M 2.29%
+21,108
24
$3.62M 2.28%
121,105
-9,395
25
$3.56M 2.25%
+17,893
1
2 3