RIM

Reliant Investment Management Portfolio holdings

AUM $207M
1-Year Est. Return 36.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.74M
3
+$5M
4
IBM icon
IBM
IBM
+$4.99M
5
SYK icon
Stryker
SYK
+$239K

Top Sells

1
+$5.2M
2
+$2.02M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$314K
5
LLY icon
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
$21.5M 8.16%
65,176
-6,449
2
$12.4M 4.69%
50,860
-927
3
$11.4M 4.32%
44,705
-857
4
$11.4M 4.31%
27,401
-223
5
$10.2M 3.88%
36,386
-290
6
$9.33M 3.54%
75,372
+95
7
$8.78M 3.33%
26,434
+245
8
$8.55M 3.24%
17,440
-143
9
$8.44M 3.2%
17,766
+100
10
$8.44M 3.2%
22,546
+165
11
$8M 3.03%
36,440
+322
12
$7.92M 3.01%
19,556
+243
13
$7.74M 2.94%
49,138
-345
14
$7.66M 2.9%
63,850
+130
15
$7.61M 2.88%
9,550
-25
16
$7.14M 2.71%
35,055
+1,035
17
$6.98M 2.65%
+22,180
18
$6.93M 2.63%
13,244
+116
19
$6.91M 2.62%
14,490
-200
20
$6.55M 2.48%
23,215
+19,070
21
$6.16M 2.34%
12,705
-491
22
$6.15M 2.33%
10,819
+166
23
$6.04M 2.29%
72,043
+1,120
24
$6.02M 2.28%
58,385
+50,195
25
$5.97M 2.26%
16,152
+619
1
2 3