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
$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
$444B
$614K 0.48%
671
-4
PH icon
52
Parker-Hannifin
PH
$123B
$606K 0.47%
794
+20
T icon
53
AT&T
T
$191B
$576K 0.45%
21,289
+15
SO icon
54
Southern Company
SO
$99.2B
$562K 0.44%
5,943
-99
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$74.7B
$526K 0.41%
3,713
MIRM icon
56
Mirum Pharmaceuticals
MIRM
$6.02B
$509K 0.4%
6,975
NEE icon
57
NextEra Energy
NEE
$186B
$494K 0.39%
6,168
BSV icon
58
Vanguard Short-Term Bond ETF
BSV
$42.5B
$491K 0.38%
6,235
-200
XLU icon
59
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$472K 0.37%
10,620
-18
HD icon
60
Home Depot
HD
$383B
$467K 0.37%
1,181
CVS icon
61
CVS Health
CVS
$99.5B
$465K 0.36%
6,000
WM icon
62
Waste Management
WM
$91.4B
$463K 0.36%
2,109
TSCO icon
63
Tractor Supply
TSCO
$29.4B
$463K 0.36%
8,300
CORT icon
64
Corcept Therapeutics
CORT
$4.29B
$459K 0.36%
5,207
IVV icon
65
iShares Core S&P 500 ETF
IVV
$762B
$457K 0.36%
679
TSM icon
66
TSMC
TSM
$1.81T
$451K 0.35%
1,542
+502
ENB icon
67
Enbridge
ENB
$110B
$443K 0.35%
8,848
+2
CVX icon
68
Chevron
CVX
$358B
$438K 0.34%
2,850
+2
ORLY icon
69
O'Reilly Automotive
ORLY
$79.3B
$437K 0.34%
4,170
+255
NRG icon
70
NRG Energy
NRG
$33.1B
$427K 0.33%
2,566
+95
UNP icon
71
Union Pacific
UNP
$150B
$418K 0.33%
1,765
VRT icon
72
Vertiv
VRT
$74.8B
$413K 0.32%
2,575
-200
ARES icon
73
Ares Management
ARES
$28.7B
$412K 0.32%
2,703
PNFP icon
74
Pinnacle Financial Partners Inc
PNFP
$15.4B
$401K 0.31%
4,300
IMTB icon
75
iShares Core 5-10 Year USD Bond ETF
IMTB
$279M
$396K 0.31%
8,975
-19
1 2
3
4 5