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
SO icon
51
Southern Company
SO
$94.4B
$555K 0.48%
6,042
+1
PH icon
52
Parker-Hannifin
PH
$110B
$541K 0.47%
774
-21
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$41.5B
$506K 0.44%
6,435
MTZ icon
54
MasTec
MTZ
$17.2B
$500K 0.44%
+2,932
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$68.2B
$495K 0.43%
3,713
+2
WM icon
56
Waste Management
WM
$88.2B
$483K 0.42%
2,109
+107
ANET icon
57
Arista Networks
ANET
$154B
$475K 0.41%
4,643
-180
PNFP icon
58
Pinnacle Financial Partners
PNFP
$7.74B
$475K 0.41%
4,300
TOST icon
59
Toast
TOST
$20.6B
$472K 0.41%
+10,665
ARES icon
60
Ares Management
ARES
$38.3B
$468K 0.41%
2,703
TSCO icon
61
Tractor Supply
TSCO
$27.8B
$438K 0.38%
8,300
XLU icon
62
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$434K 0.38%
5,319
-148
HD icon
63
Home Depot
HD
$351B
$433K 0.38%
1,181
SPMO icon
64
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$430K 0.37%
+3,819
NEE icon
65
NextEra Energy
NEE
$167B
$428K 0.37%
6,168
+12
CRM icon
66
Salesforce
CRM
$242B
$427K 0.37%
1,565
PG icon
67
Procter & Gamble
PG
$345B
$426K 0.37%
2,674
-10
IVV icon
68
iShares Core S&P 500 ETF
IVV
$686B
$422K 0.37%
679
PM icon
69
Philip Morris
PM
$246B
$420K 0.37%
2,307
+1
CVS icon
70
CVS Health
CVS
$98.9B
$414K 0.36%
6,000
CVX icon
71
Chevron
CVX
$299B
$408K 0.36%
2,848
-107
UNP icon
72
Union Pacific
UNP
$140B
$406K 0.35%
1,765
-175
ENB icon
73
Enbridge
ENB
$102B
$401K 0.35%
8,846
-222
NRG icon
74
NRG Energy
NRG
$30.7B
$397K 0.35%
2,471
+279
SPOT icon
75
Spotify
SPOT
$117B
$396K 0.35%
+516
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3
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