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
$212M
AUM Growth
-$974K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.7M
3
+$3.3M
4
XOM icon
Exxon Mobil
XOM
+$343K
5
CVX icon
Chevron
CVX
+$245K

Top Sells

1
+$4.51M
2
+$3.35M
3
+$2.96M
4
T icon
AT&T
T
+$1.68M
5
CAT icon
Caterpillar
CAT
+$1.66M

Sector Composition

1 Technology 30.18%
2 Healthcare 12.92%
3 Industrials 12.3%
4 Financials 10.07%
5 Energy 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 6.16%
81,480
-6,080
2
$9.36M 4.41%
44,428
-105
3
$9.25M 4.36%
50,791
-1,355
4
$7.69M 3.62%
17,521
+121
5
$6.95M 3.27%
27,336
-1,068
6
$6.73M 3.17%
13,388
-125
7
$6.73M 3.17%
12,163
-10
8
$6.73M 3.17%
17,553
-7,730
9
$6.58M 3.1%
34,027
+10
10
$6.54M 3.08%
19,006
+407
11
$6.52M 3.07%
20,782
-92
12
$6.16M 2.9%
53,874
-1,110
13
$5.98M 2.81%
25,807
+85
14
$5.97M 2.81%
126,493
+1,450
15
$5.93M 2.79%
13,266
+539
16
$5.86M 2.76%
11,512
-21
17
$5.76M 2.71%
33,990
+520
18
$5.75M 2.71%
35,424
+885
19
$5.2M 2.45%
20,908
-100
20
$5.14M 2.42%
24,409
+115
21
$5.12M 2.41%
15,062
+270
22
$5.08M 2.39%
35,996
+425
23
$5.03M 2.37%
30,512
+474
24
$4.58M 2.16%
10,377
+547
25
$4.5M 2.12%
57,807
+1,380
1
2 3