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
$196M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.6M
3
+$4.21M
4
HSY icon
Hershey
HSY
+$4.17M
5
MSFT icon
Microsoft
MSFT
+$4.11M

Top Sells

1
+$3.51M
2
+$3.5M
3
+$3.48M
4
RTX icon
RTX Corp
RTX
+$789K
5
AVGO icon
Broadcom
AVGO
+$780K

Sector Composition

1 Technology 25.95%
2 Healthcare 13.49%
3 Energy 13.17%
4 Industrials 12.56%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 5.38%
94,610
-6,990
2
$8.6M 4.38%
44,650
-1,303
3
$7.33M 3.73%
52,447
+196
4
$7.22M 3.68%
17,589
-753
5
$6.64M 3.38%
127,538
-2,593
6
$6.63M 3.37%
19,120
-608
7
$6.63M 3.37%
57,084
-576
8
$6.61M 3.37%
25,886
-822
9
$6.42M 3.27%
12,093
-71
10
$6.11M 3.11%
28,296
-151
11
$5.94M 3.02%
11,282
-10
12
$5.58M 2.84%
13,350
+145
13
$5.46M 2.78%
18,460
-120
14
$5.27M 2.68%
31,048
+635
15
$5.18M 2.64%
35,119
+387
16
$5.1M 2.6%
21,164
-251
17
$5.05M 2.57%
33,242
+427
18
$4.88M 2.48%
26,047
+24,547
19
$4.85M 2.47%
21,353
-240
20
$4.8M 2.44%
+32,550
21
$4.76M 2.42%
12,659
+10,929
22
$4.56M 2.32%
63,187
-2,295
23
$4.52M 2.3%
125,141
-3,343
24
$4.52M 2.3%
132,175
-3,875
25
$4.5M 2.29%
15,012
+1,112
1
2 3