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
NVDA icon
1
NVIDIA
NVDA
$4.93T
$14.2M 12.38%
89,836
-361
DUK icon
2
Duke Energy
DUK
$96.7B
$7.61M 6.64%
64,516
-579
TFC icon
3
Truist Financial
TFC
$57.1B
$6.72M 5.86%
156,293
-1,978
VOO icon
4
Vanguard S&P 500 ETF
VOO
$777B
$5.93M 5.17%
10,444
AAPL icon
5
Apple
AAPL
$4.01T
$4.53M 3.95%
22,089
-1,016
MSFT icon
6
Microsoft
MSFT
$3.85T
$3.91M 3.41%
7,864
-68
FTEC icon
7
Fidelity MSCI Information Technology Index ETF
FTEC
$17.2B
$3.18M 2.78%
16,138
+299
LOW icon
8
Lowe's Companies
LOW
$134B
$3.06M 2.67%
13,792
-26
AMZN icon
9
Amazon
AMZN
$2.6T
$2.54M 2.22%
11,585
-21
CRWD icon
10
CrowdStrike
CRWD
$136B
$2.5M 2.18%
4,916
+189
LLY icon
11
Eli Lilly
LLY
$774B
$2.47M 2.16%
3,172
-9
VO icon
12
Vanguard Mid-Cap ETF
VO
$88B
$2.01M 1.75%
7,192
-20
APP icon
13
Applovin
APP
$216B
$1.86M 1.62%
5,304
-100
QQQM icon
14
Invesco NASDAQ 100 ETF
QQQM
$66B
$1.79M 1.56%
+7,898
XOM icon
15
Exxon Mobil
XOM
$488B
$1.41M 1.23%
13,080
-235
ABBV icon
16
AbbVie
ABBV
$385B
$1.39M 1.22%
7,507
-177
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.03T
$1.38M 1.21%
2,847
-49
MA icon
18
Mastercard
MA
$499B
$1.24M 1.08%
2,202
-13
TDIV icon
19
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.81B
$1.19M 1.04%
13,217
-265
QQQ icon
20
Invesco QQQ Trust
QQQ
$400B
$1.18M 1.03%
2,142
-5,658
CSX icon
21
CSX Corp
CSX
$67.1B
$1.16M 1.01%
35,416
-850
META icon
22
Meta Platforms (Facebook)
META
$1.63T
$1.07M 0.94%
1,456
+39
ROAD icon
23
Construction Partners
ROAD
$6.41B
$1.07M 0.93%
10,070
+745
KLAC icon
24
KLA
KLAC
$159B
$1.06M 0.93%
1,186
-58
PLTR icon
25
Palantir
PLTR
$476B
$939K 0.82%
+6,890
1
2 3 4 5