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
$172M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.8M
3
+$3.57M
4
ORCL icon
Oracle
ORCL
+$3.57M
5
SPGI icon
S&P Global
SPGI
+$3.48M

Top Sells

1
+$3.9M
2
+$3.86M
3
+$3.68M
4
J icon
Jacobs Solutions
J
+$3.53M
5
NVEE
NV5 Global
NVEE
+$3.17M

Sector Composition

1 Technology 20.27%
2 Energy 18.88%
3 Industrials 15.25%
4 Healthcare 13.95%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.44M 4.92%
101,600
+730
2
$7.87M 4.59%
45,953
+1,293
3
$7.59M 4.42%
130,131
-4,475
4
$6.91M 4.03%
57,660
-245
5
$6.84M 3.99%
52,251
+3,563
6
$6.83M 3.98%
18,342
+17
7
$6.16M 3.59%
12,164
-223
8
$5.96M 3.47%
19,728
+61
9
$5.69M 3.32%
11,292
+186
10
$5.32M 3.1%
28,447
-334
11
$5.2M 3.03%
128,484
-176
12
$5.15M 3%
30,413
-297
13
$5.1M 2.97%
13,205
+490
14
$5.07M 2.96%
18,580
+435
15
$4.94M 2.88%
65,482
+52
16
$4.81M 2.8%
136,050
+655
17
$4.57M 2.66%
21,415
-100
18
$4.47M 2.61%
26,708
+898
19
$4.36M 2.54%
21,593
+875
20
$4.17M 2.43%
+32,815
21
$3.85M 2.25%
30,384
+398
22
$3.8M 2.21%
+13,900
23
$3.8M 2.21%
19,300
+857
24
$3.74M 2.18%
54,958
+4,933
25
$3.66M 2.13%
8,953
+449
1
2 3