RIP

Reliant Investment Partners Portfolio holdings

AUM $127M
1-Year Est. Return 32.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$808K
3 +$762K
4
SNOW icon
Snowflake
SNOW
+$753K
5
BROS icon
Dutch Bros
BROS
+$736K

Top Sells

1 +$2.81M
2 +$230K
3 +$212K
4
AAPL icon
Apple
AAPL
+$205K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$88.7K

Sector Composition

1 Technology 29.55%
2 Financials 10.81%
3 Utilities 8.05%
4 Consumer Discretionary 7.67%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$932K 0.81%
+4,165
27
$898K 0.78%
2,828
+25
28
$848K 0.74%
2,783
+63
29
$845K 0.74%
19,533
+1
30
$822K 0.72%
+10,680
31
$809K 0.71%
5,951
+94
32
$796K 0.69%
5,322
33
$779K 0.68%
11,233
-35
34
$772K 0.67%
+11,287
35
$763K 0.67%
10,494
36
$739K 0.64%
7,522
-940
37
$731K 0.64%
2,520
-77
38
$708K 0.62%
29,210
+1,198
39
$694K 0.61%
8,764
-416
40
$670K 0.58%
5,511
-150
41
$668K 0.58%
675
+25
42
$666K 0.58%
2,586
+94
43
$648K 0.57%
+2,351
44
$640K 0.56%
4,190
+2
45
$640K 0.56%
+3,266
46
$635K 0.55%
1,636
-34
47
$629K 0.55%
+14,989
48
$616K 0.54%
21,274
+15
49
$613K 0.53%
2,996
+40
50
$576K 0.5%
9,817
+149