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
$98.1M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$233K
3
+$223K
4
NRG icon
NRG Energy
NRG
+$209K
5
JPM icon
JPMorgan Chase
JPM
+$97.1K

Top Sells

1
+$936K
2
+$821K
3
+$779K
4
ALAB icon
Astera Labs
ALAB
+$732K
5
CRDO icon
Credo Technology Group
CRDO
+$722K

Sector Composition

1 Technology 23.29%
2 Financials 12.35%
3 Utilities 9.56%
4 Healthcare 9.21%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.47%
2,684
-51
52
$457K 0.47%
8,300
-25
53
$456K 0.46%
4,300
54
$436K 0.44%
6,156
55
$433K 0.44%
1,181
56
$431K 0.44%
5,467
-324
57
$427K 0.44%
10,225
58
$420K 0.43%
1,565
-25
59
$407K 0.41%
6,000
60
$402K 0.41%
9,068
-2,593
61
$402K 0.41%
8,111
-71
62
$396K 0.4%
2,703
-50
63
$394K 0.4%
2,699
-9
64
$390K 0.4%
8,994
-366
65
$382K 0.39%
679
66
$374K 0.38%
4,823
+192
67
$366K 0.37%
2,306
+2
68
$350K 0.36%
1,160
-15
69
$347K 0.35%
3,630
-15
70
$343K 0.35%
2,967
71
$324K 0.33%
3,300
72
$319K 0.33%
2,225
-1
73
$314K 0.32%
6,975
74
$307K 0.31%
4,285
-185
75
$298K 0.3%
2,619
+205
1 2
3
4 5