RIP

Reliant Investment Partners Portfolio holdings

AUM $127M
1-Year Est. Return 32.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.16%
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 +$1.62M
2 +$808K
3 +$762K
4
SNOW icon
Snowflake
SNOW
+$753K
5
BROS icon
Dutch Bros
BROS
+$736K

Top Sells

1 +$2.81M
2 +$230K
3 +$212K
4
AAPL icon
Apple
AAPL
+$205K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$88.7K

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
1
$14.2M 12.38%
89,836
-361
2
$7.61M 6.64%
64,516
-579
3
$6.72M 5.86%
156,293
-1,978
4
$5.93M 5.17%
10,444
5
$4.53M 3.95%
22,089
-1,016
6
$3.91M 3.41%
7,864
-68
7
$3.18M 2.78%
16,138
+299
8
$3.06M 2.67%
13,792
-26
9
$2.54M 2.22%
11,585
-21
10
$2.5M 2.18%
4,916
+189
11
$2.47M 2.16%
3,172
-9
12
$2.01M 1.75%
7,192
-20
13
$1.86M 1.62%
5,304
-100
14
$1.79M 1.56%
+7,898
15
$1.41M 1.23%
13,080
-235
16
$1.39M 1.22%
7,507
-177
17
$1.38M 1.21%
2,847
-49
18
$1.24M 1.08%
2,202
-13
19
$1.19M 1.04%
13,217
-265
20
$1.18M 1.03%
2,142
-5,658
21
$1.16M 1.01%
35,416
-850
22
$1.07M 0.94%
1,456
+39
23
$1.07M 0.93%
10,070
+745
24
$1.06M 0.93%
1,186
-58
25
$939K 0.82%
+6,890