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
76
$283K 0.29%
2,479
-15
77
$282K 0.29%
1,878
-427
78
$272K 0.28%
2,501
-100
79
$266K 0.27%
476
80
$262K 0.27%
4,508
+349
81
$240K 0.24%
4,283
82
$237K 0.24%
+2,350
83
$236K 0.24%
2,118
84
$233K 0.24%
+4,677
85
$230K 0.23%
3,771
+90
86
$229K 0.23%
2,365
-25
87
$223K 0.23%
+3,200
88
$212K 0.22%
2,030
89
$212K 0.22%
2,034
-50
90
$209K 0.21%
+2,192
91
$203K 0.21%
1,170
92
$203K 0.21%
1,298
-52
93
$200K 0.2%
2,775
-3,153
94
$28.7K 0.03%
11,002
+362
95
$9.82K 0.01%
10,000
96
– –
-16,115
97
– –
-6,798
98
– –
-4,036
99
– –
-538
100
– –
-3,690
1 2 3
4
5