RIP
Reliant Investment Partners Portfolio holdings
AUM
$128M
1-Year Est. Return
38.69%
1 Year Est. Return
+38.69%
AUM
$115M
AUM Growth
+$16.6M
(+17%)
Holding
113
Top Buys
| 1 | +$1.79M | |
| 2 | +$939K | |
| 3 | +$932K | |
| 4 |
US Foods
USFD
|
+$822K |
| 5 |
Dutch Bros
BROS
|
+$772K |
Top Sells
| 1 | +$3.12M | |
| 2 | +$230K | |
| 3 | +$212K | |
| 4 |
Apple
AAPL
|
+$208K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
PepsiCo
PEP
$206B
| $243K | 0.21% |
1,841
-37
|
|
||
102
Dominion Energy
D
$50.7B
| $242K | 0.21% |
4,283
|
|
||
103
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
| $242K | 0.21% |
4,622
-55
|
|
||
104
TSMC
TSM
$1.44T
| $236K | 0.21% |
+1,040
|
|
||
105
Aflac
AFL
$57.4B
| $223K | 0.19% |
2,118
|
|
||
106
iShares Core S&P Small-Cap ETF
IJR
$89.1B
| $222K | 0.19% |
2,030
|
|
||
107
Kroger
KR
$39.3B
| $220K | 0.19% |
+3,065
|
|
||
108
Alphabet (Google) Class C
GOOG
$3.6T
| $212K | 0.19% |
1,196
-102
|
|
||
109
Oxford Square Capital
OXSQ
$146M
| $23.7K | 0.02% |
10,647
-355
|
|
||
|
IRD
110
Opus Genetics
IRD
$148M
| $9.42K | 0.01% |
10,000
|
|
||
111
Tilray
TLRY
$1.49B
| $4.97K | ﹤0.01% |
+12,000
|
|
||
112
Target
TGT
$44.6B
| – | – |
-2,034
|
|
||
113
Bristol-Myers Squibb
BMY
$109B
| – | – |
-3,771
|
|