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
PG icon
76
Procter & Gamble
PG
$351B
$395K 0.31%
2,595
-79
DON icon
77
WisdomTree US MidCap Dividend Fund
DON
$3.66B
$387K 0.3%
7,361
XLV icon
78
Health Care Select Sector SPDR Fund
XLV
$35.6B
$384K 0.3%
2,652
-25
DLR icon
79
Digital Realty Trust
DLR
$58.5B
$381K 0.3%
2,163
-62
SHOP icon
80
Shopify
SHOP
$226B
$381K 0.3%
2,365
CRM icon
81
Salesforce
CRM
$248B
$376K 0.29%
1,565
RPM icon
82
RPM International
RPM
$14B
$364K 0.29%
3,117
XMMO icon
83
Invesco S&P MidCap Momentum ETF
XMMO
$5.95B
$355K 0.28%
2,623
+4
PM icon
84
Philip Morris
PM
$225B
$354K 0.28%
2,308
+1
CB icon
85
Chubb
CB
$109B
$329K 0.26%
1,160
GEV icon
86
GE Vernova
GEV
$159B
$321K 0.25%
540
+30
SPY icon
87
SPDR S&P 500 ETF Trust
SPY
$677B
$319K 0.25%
476
SLB icon
88
SLB Ltd
SLB
$53.9B
$301K 0.24%
8,775
-1,350
O icon
89
Realty Income
O
$53B
$297K 0.23%
4,909
+140
RFV icon
90
Invesco S&P MidCap 400 Pure Value ETF
RFV
$274M
$294K 0.23%
2,265
SBUX icon
91
Starbucks
SBUX
$91.9B
$285K 0.22%
3,300
XLF icon
92
Financial Select Sector SPDR Fund
XLF
$53.9B
$283K 0.22%
5,264
+642
LQD icon
93
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31B
$278K 0.22%
2,495
-4
KO icon
94
Coca-Cola
KO
$296B
$275K 0.22%
4,128
-175
QTEC icon
95
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.02B
$273K 0.21%
1,170
PEP icon
96
PepsiCo
PEP
$200B
$261K 0.2%
1,841
D icon
97
Dominion Energy
D
$50.1B
$261K 0.2%
4,234
-49
HOOD icon
98
Robinhood
HOOD
$130B
$256K 0.2%
+1,724
AXON icon
99
Axon Enterprise
AXON
$57.5B
$251K 0.2%
351
+9
NTNX icon
100
Nutanix
NTNX
$19.3B
$244K 0.19%
3,200
1 2 3
4
5