RIM
Reliant Investment Management Portfolio holdings
AUM
$247M
1-Year Est. Return
29.64%
This Fund
S&P 500
1 Year Est. Return
+29.64%
AUM
$264M
AUM Growth
+$32.6M
(+14%)
Holding
61
Top Buys
| 1 | +$5.83M | |
| 2 | +$5.74M | |
| 3 | +$5M | |
| 4 |
IBM
IBM
|
+$4.99M |
| 5 |
Stryker
SYK
|
+$239K |
Top Sells
| 1 | +$5.2M | |
| 2 | +$2.02M | |
| 3 | +$1.98M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$314K |
| 5 |
Eli Lilly
LLY
|
+$272K |
Sector Composition
| 1 | Technology | 32.04% |
| 2 | Financials | 18.21% |
| 3 | Industrials | 15.06% |
| 4 | Communication Services | 9.4% |
| 5 | Consumer Discretionary | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.53T
| $21.5M | 8.16% |
65,176
-6,449
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.66T
| $12.4M | 4.69% |
50,860
-927
|
|
||
3
Apple
AAPL
$3.67T
| $11.4M | 4.32% |
44,705
-857
|
|
||
4
Quanta Services
PWR
$83.6B
| $11.4M | 4.31% |
27,401
-223
|
|
||
5
Oracle
ORCL
$446B
| $10.2M | 3.88% |
36,386
-290
|
|
||
6
Amphenol
APH
$165B
| $9.33M | 3.54% |
75,372
+95
|
|
||
7
American Express
AXP
$206B
| $8.78M | 3.33% |
26,434
+245
|
|
||
8
CrowdStrike
CRWD
$112B
| $8.55M | 3.24% |
17,440
-143
|
|
||
9
Linde
LIN
$229B
| $8.44M | 3.2% |
17,766
+100
|
|
||
10
Eaton
ETN
$138B
| $8.44M | 3.2% |
22,546
+165
|
|
||
11
Amazon
AMZN
$2.23T
| $8M | 3.03% |
36,440
+322
|
|
||
12
Home Depot
HD
$338B
| $7.92M | 3.01% |
19,556
+243
|
|
||
13
CBRE Group
CBRE
$39.5B
| $7.74M | 2.94% |
49,138
-345
|
|
||
14
Netflix
NFLX
$402B
| $7.66M | 2.9% |
63,850
+130
|
|
||
15
Goldman Sachs
GS
$232B
| $7.61M | 2.88% |
9,550
-25
|
|
||
16
Palo Alto Networks
PANW
$136B
| $7.14M | 2.71% |
35,055
+1,035
|
|
||
17
AeroVironment
AVAV
$10.3B
| $6.98M | 2.65% |
+22,180
|
|
||
18
Tyler Technologies
TYL
$15B
| $6.93M | 2.63% |
13,244
+116
|
|
||
19
Caterpillar
CAT
$323B
| $6.91M | 2.62% |
14,490
-200
|
|
||
|
20
IBM
IBM
$231B
| $6.55M | 2.48% |
23,215
+19,070
|
|
||
21
Thermo Fisher Scientific
TMO
$173B
| $6.16M | 2.34% |
12,705
-491
|
|
||
22
Mastercard
MA
$444B
| $6.15M | 2.33% |
10,819
+166
|
|
||
23
Wells Fargo
WFC
$229B
| $6.04M | 2.29% |
72,043
+1,120
|
|
||
24
Walmart Inc
WMT
$1.01T
| $6.02M | 2.28% |
58,385
+50,195
|
|
||
|
25
Stryker
SYK
$129B
| $5.97M | 2.26% |
16,152
+619
|
|