RIP

Reliant Investment Partners Portfolio holdings

AUM $128M
1-Year Est. Return 38.69%
This Quarter Est. Return
1 Year Est. Return
+38.69%
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
+$1.79M
2
+$939K
3
+$932K
4
USFD icon
US Foods
USFD
+$822K
5
BROS icon
Dutch Bros
BROS
+$772K

Top Sells

1
+$3.12M
2
+$230K
3
+$212K
4
AAPL icon
Apple
AAPL
+$208K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$92.3K

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
SNOW icon
26
Snowflake
SNOW
$74B
$932K 0.81%
+4,165
TSLA icon
27
Tesla
TSLA
$1.55T
$898K 0.78%
2,828
+25
GLD icon
28
SPDR Gold Trust
GLD
$147B
$848K 0.74%
2,783
+63
VZ icon
29
Verizon
VZ
$172B
$845K 0.74%
19,533
+1
USFD icon
30
US Foods
USFD
$17.1B
$822K 0.72%
+10,680
ABT icon
31
Abbott
ABT
$220B
$809K 0.71%
5,951
+94
BX icon
32
Blackstone
BX
$118B
$796K 0.69%
5,322
CSCO icon
33
Cisco
CSCO
$300B
$779K 0.68%
11,233
-35
BROS icon
34
Dutch Bros
BROS
$7.88B
$772K 0.67%
+11,287
SPYM
35
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.6B
$763K 0.67%
10,494
XMHQ icon
36
Invesco S&P MidCap Quality ETF
XMHQ
$5.11B
$739K 0.64%
7,522
-940
JPM icon
37
JPMorgan Chase
JPM
$857B
$731K 0.64%
2,520
-77
PFE icon
38
Pfizer
PFE
$142B
$708K 0.62%
29,210
+1,198
MRK icon
39
Merck
MRK
$246B
$694K 0.61%
8,764
-416
SKYY icon
40
First Trust Cloud Computing ETF
SKYY
$3.01B
$670K 0.58%
5,511
-150
COST icon
41
Costco
COST
$383B
$668K 0.58%
675
+25
GE icon
42
GE Aerospace
GE
$308B
$666K 0.58%
2,586
+94
AVGO icon
43
Broadcom
AVGO
$1.54T
$648K 0.57%
+2,351
JNJ icon
44
Johnson & Johnson
JNJ
$504B
$640K 0.56%
4,190
+2
NET icon
45
Cloudflare
NET
$69.2B
$640K 0.56%
+3,266
CAT icon
46
Caterpillar
CAT
$263B
$635K 0.55%
1,636
-34
KD icon
47
Kyndryl
KD
$6.06B
$629K 0.55%
+14,989
T icon
48
AT&T
T
$173B
$616K 0.54%
21,274
+15
PANW icon
49
Palo Alto Networks
PANW
$128B
$613K 0.53%
2,996
+40
MO icon
50
Altria Group
MO
$99.3B
$576K 0.5%
9,817
+149
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