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
$128M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$575K
3
+$504K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$444K
5
HOOD icon
Robinhood
HOOD
+$256K

Top Sells

1
+$772K
2
+$629K
3
+$472K
4
SPOT icon
Spotify
SPOT
+$396K
5
RBRK icon
Rubrik
RBRK
+$375K

Sector Composition

1 Technology 29.44%
2 Financials 10.73%
3 Utilities 7.5%
4 Healthcare 7.24%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
51
Costco
COST
$404B
$614K 0.48%
671
-4
PH icon
52
Parker-Hannifin
PH
$97.8B
$606K 0.47%
794
+20
T icon
53
AT&T
T
$176B
$576K 0.45%
21,289
+15
SO icon
54
Southern Company
SO
$103B
$562K 0.44%
5,943
-99
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$65.1B
$526K 0.41%
3,713
MIRM icon
56
Mirum Pharmaceuticals
MIRM
$3.65B
$509K 0.4%
6,975
NEE icon
57
NextEra Energy
NEE
$170B
$494K 0.39%
6,168
BSV icon
58
Vanguard Short-Term Bond ETF
BSV
$38.9B
$491K 0.38%
6,235
-200
XLU icon
59
Utilities Select Sector SPDR Fund
XLU
$21.9B
$472K 0.37%
5,310
-9
HD icon
60
Home Depot
HD
$378B
$467K 0.37%
1,181
CVS icon
61
CVS Health
CVS
$99.2B
$465K 0.36%
6,000
WM icon
62
Waste Management
WM
$80.5B
$463K 0.36%
2,109
TSCO icon
63
Tractor Supply
TSCO
$28.7B
$463K 0.36%
8,300
CORT icon
64
Corcept Therapeutics
CORT
$7.74B
$459K 0.36%
5,207
IVV icon
65
iShares Core S&P 500 ETF
IVV
$677B
$457K 0.36%
679
TSM icon
66
TSMC
TSM
$1.56T
$451K 0.35%
1,542
+502
ENB icon
67
Enbridge
ENB
$102B
$443K 0.35%
8,848
+2
CVX icon
68
Chevron
CVX
$318B
$438K 0.34%
2,850
+2
ORLY icon
69
O'Reilly Automotive
ORLY
$79.9B
$437K 0.34%
4,170
+255
NRG icon
70
NRG Energy
NRG
$33.2B
$427K 0.33%
2,566
+95
UNP icon
71
Union Pacific
UNP
$131B
$418K 0.33%
1,765
VRT icon
72
Vertiv
VRT
$73.7B
$413K 0.32%
2,575
-200
ARES icon
73
Ares Management
ARES
$32.6B
$412K 0.32%
2,703
PNFP icon
74
Pinnacle Financial Partners
PNFP
$6.61B
$401K 0.31%
4,300
IMTB icon
75
iShares Core 5-10 Year USD Bond ETF
IMTB
$257M
$396K 0.31%
8,975
-19
1 2
3
4 5