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
$127M
AUM Growth
-$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$224K
3
+$216K
4
HWM icon
Howmet Aerospace
HWM
+$201K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$201K

Top Sells

1
+$614K
2
+$485K
3
+$459K
4
AXON icon
Axon Enterprise
AXON
+$251K
5
NTNX icon
Nutanix
NTNX
+$244K

Sector Composition

1 Technology 28.95%
2 Financials 11.4%
3 Healthcare 7.38%
4 Utilities 7.07%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$149B
$558K 0.44%
3,032
-5
SO icon
52
Southern Company
SO
$108B
$518K 0.41%
5,944
+1
VYM icon
53
Vanguard High Dividend Yield ETF
VYM
$76.7B
$515K 0.4%
3,588
-125
NEE icon
54
NextEra Energy
NEE
$201B
$511K 0.4%
6,370
+202
T icon
55
AT&T
T
$180B
$496K 0.39%
19,973
-1,316
BSV icon
56
Vanguard Short-Term Bond ETF
BSV
$44.1B
$485K 0.38%
6,155
-80
CVS icon
57
CVS Health
CVS
$103B
$476K 0.37%
6,000
XLU icon
58
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$476K 0.37%
11,150
+530
MIRM icon
59
Mirum Pharmaceuticals
MIRM
$6.45B
$472K 0.37%
5,975
-1,000
WM icon
60
Waste Management
WM
$90.1B
$460K 0.36%
2,093
-16
IMTB icon
61
iShares Core 5-10 Year USD Bond ETF
IMTB
$279M
$441K 0.35%
9,986
+1,011
ARES icon
62
Ares Management
ARES
$27.7B
$437K 0.34%
2,703
CVX icon
63
Chevron
CVX
$381B
$432K 0.34%
2,834
-16
ENB icon
64
Enbridge
ENB
$120B
$423K 0.33%
8,850
+2
VRT icon
65
Vertiv
VRT
$131B
$417K 0.33%
2,575
TSM icon
66
TSMC
TSM
$2.05T
$415K 0.33%
1,367
-175
CRM icon
67
Salesforce
CRM
$153B
$415K 0.33%
1,565
NRG icon
68
NRG Energy
NRG
$33.4B
$412K 0.32%
2,589
+23
PNFP icon
69
Pinnacle Financial Partners Inc
PNFP
$14.9B
$410K 0.32%
4,300
UNP icon
70
Union Pacific
UNP
$157B
$408K 0.32%
1,765
HD icon
71
Home Depot
HD
$314B
$406K 0.32%
1,181
XLV icon
72
State Street Health Care Select Sector SPDR ETF
XLV
$37.7B
$396K 0.31%
2,559
-93
TSCO icon
73
Tractor Supply
TSCO
$17.2B
$386K 0.3%
7,725
-575
SHOP icon
74
Shopify
SHOP
$140B
$385K 0.3%
2,393
+28
ORLY icon
75
O'Reilly Automotive
ORLY
$79.1B
$378K 0.3%
4,146
-24
1 2
3
4 5