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
1
$9.78M 9.97%
90,197
-2,803
2
$7.94M 8.09%
65,095
-5,577
3
$6.51M 6.64%
158,271
-328
4
$5.37M 5.47%
10,444
-249
5
$5.13M 5.23%
23,105
-228
6
$3.66M 3.73%
7,800
-150
7
$3.22M 3.29%
13,818
-25
8
$2.98M 3.04%
7,932
-1,222
9
$2.63M 2.68%
3,181
-26
10
$2.55M 2.6%
15,839
+6
11
$2.21M 2.25%
11,606
-412
12
$1.87M 1.9%
7,212
+4
13
$1.67M 1.7%
4,727
-69
14
$1.61M 1.64%
7,684
+177
15
$1.58M 1.61%
13,315
-30
16
$1.54M 1.57%
2,896
+23
17
$1.43M 1.46%
5,404
-439
18
$1.21M 1.24%
2,215
-46
19
$1.07M 1.09%
36,266
-700
20
$992K 1.01%
13,482
-775
21
$886K 0.9%
19,532
-2,750
22
$846K 0.86%
1,244
23
$824K 0.84%
9,180
+9
24
$817K 0.83%
1,417
+51
25
$784K 0.8%
2,720
+290
1
2 3 4 5