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
$174M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.01M
3
+$3.92M
4
CRWD icon
CrowdStrike
CRWD
+$3.79M
5
DIS icon
Walt Disney
DIS
+$3.63M

Top Sells

1
+$4.67M
2
+$3.78M
3
+$3.25M
4
TFC icon
Truist Financial
TFC
+$2.47M
5
MRO
Marathon Oil Corporation
MRO
+$2.11M

Sector Composition

1 Industrials 22.24%
2 Energy 18.27%
3 Technology 16.27%
4 Healthcare 12.09%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.75M 5.04%
100,870
-8,840
2
$8.66M 4.99%
44,660
-412
3
$6.98M 4.02%
18,325
-30
4
$6.61M 3.81%
134,606
+1,725
5
$6.46M 3.72%
12,387
+366
6
$6.11M 3.52%
19,667
+889
7
$6M 3.46%
57,905
+770
8
$5.83M 3.36%
48,688
+3,197
9
$5.69M 3.28%
30,710
+280
10
$5.65M 3.26%
28,781
-475
11
$5.34M 3.08%
11,106
-40
12
$5.3M 3.05%
12,715
+300
13
$4.94M 2.85%
65,430
+1,185
14
$4.67M 2.69%
20,718
-390
15
$4.6M 2.65%
22,180
+350
16
$4.46M 2.57%
18,145
+290
17
$4.33M 2.49%
21,515
+19,925
18
$4.28M 2.47%
135,395
+3,250
19
$4.24M 2.45%
128,660
+3,055
20
$4.23M 2.44%
43,140
+1,660
21
$4.15M 2.39%
18,443
+550
22
$4.06M 2.34%
+50,025
23
$4.03M 2.32%
29,415
-325
24
$3.92M 2.26%
+8,504
25
$3.86M 2.23%
118,355
-2,750
1
2 3