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
$213M
AUM Growth
+$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$445K
3
+$357K
4
FCX icon
Freeport-McMoran
FCX
+$266K
5
AMD icon
Advanced Micro Devices
AMD
+$243K

Top Sells

1
+$6.47M
2
+$5.03M
3
+$4.16M
4
IQV icon
IQVIA
IQV
+$3.94M
5
MS icon
Morgan Stanley
MS
+$234K

Sector Composition

1 Technology 31.67%
2 Industrials 14.22%
3 Financials 11.23%
4 Healthcare 9.34%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 6.65%
81,975
+495
2
$10.4M 4.91%
44,787
+359
3
$8.53M 4.01%
51,427
+636
4
$8.25M 3.88%
17,299
-222
5
$8.09M 3.81%
27,141
-195
6
$7.8M 3.67%
19,256
+250
7
$7.71M 3.63%
13,204
-184
8
$7.45M 3.5%
12,046
-117
9
$7.05M 3.32%
21,282
+500
10
$6.96M 3.27%
25,649
-158
11
$6.48M 3.05%
34,802
+775
12
$6.12M 2.88%
35,906
-90
13
$6.07M 2.85%
14,095
+829
14
$6.06M 2.85%
36,907
+1,483
15
$5.86M 2.76%
47,068
-1,180
16
$5.82M 2.74%
34,070
+80
17
$5.67M 2.67%
53,851
-23
18
$5.49M 2.58%
15,200
+138
19
$5.3M 2.49%
126,333
-160
20
$5.29M 2.49%
10,241
+360
21
$5.27M 2.48%
23,619
-790
22
$5.25M 2.47%
30,873
+361
23
$5.23M 2.46%
13,360
+223
24
$5.22M 2.46%
8,934
-280
25
$5.21M 2.45%
55,562
-2,245
1
2 3