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
IMTB icon
76
iShares Core 5-10 Year USD Bond ETF
IMTB
$274M
$392K 0.34%
8,994
DLR icon
77
Digital Realty Trust
DLR
$51B
$388K 0.34%
2,225
CORT icon
78
Corcept Therapeutics
CORT
$8.53B
$382K 0.33%
5,207
RBRK icon
79
Rubrik
RBRK
$14.6B
$375K 0.33%
+4,190
DON icon
80
WisdomTree US MidCap Dividend Fund
DON
$3.77B
$369K 0.32%
7,361
-750
XLV icon
81
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
$361K 0.31%
2,677
-22
VRT icon
82
Vertiv
VRT
$57.3B
$356K 0.31%
2,775
MIRM icon
83
Mirum Pharmaceuticals
MIRM
$3.57B
$355K 0.31%
6,975
ORLY icon
84
O'Reilly Automotive
ORLY
$78.4B
$353K 0.31%
3,915
+285
RPM icon
85
RPM International
RPM
$13.7B
$342K 0.3%
3,117
+150
SLB icon
86
SLB Ltd
SLB
$57.6B
$342K 0.3%
10,125
-100
XMMO icon
87
Invesco S&P MidCap Momentum ETF
XMMO
$4.93B
$337K 0.29%
2,619
CB icon
88
Chubb
CB
$122B
$336K 0.29%
1,160
KO icon
89
Coca-Cola
KO
$304B
$304K 0.27%
4,303
+18
SBUX icon
90
Starbucks
SBUX
$96.9B
$302K 0.26%
3,300
SPY icon
91
SPDR S&P 500 ETF Trust
SPY
$703B
$294K 0.26%
476
AXON icon
92
Axon Enterprise
AXON
$43.8B
$283K 0.25%
+342
O icon
93
Realty Income
O
$53.1B
$275K 0.24%
4,769
+261
LQD icon
94
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.7B
$274K 0.24%
2,499
-2
RFV icon
95
Invesco S&P MidCap 400 Pure Value ETF
RFV
$298M
$274K 0.24%
2,265
-214
SHOP icon
96
Shopify
SHOP
$211B
$273K 0.24%
2,365
GEV icon
97
GE Vernova
GEV
$167B
$270K 0.24%
+510
BSX icon
98
Boston Scientific
BSX
$138B
$252K 0.22%
2,350
QTEC icon
99
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.85B
$249K 0.22%
1,170
NTNX icon
100
Nutanix
NTNX
$13.1B
$245K 0.21%
3,200
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