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Inspire Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.55M
3
+$3.2M
4
COLB icon
Columbia Banking Systems
COLB
+$3.1M
5
WDC icon
Western Digital
WDC
+$3.03M

Top Sells

1
+$3.72M
2
+$3.32M
3
+$3.13M
4
PPBI
Pacific Premier Bancorp
PPBI
+$2.79M
5
VISN
Vistance Networks Inc
VISN
+$2.75M

Sector Composition

1 Technology 7.51%
2 Financials 4.93%
3 Industrials 3.86%
4 Consumer Discretionary 3.48%
5 Utilities 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.9M 8.7%
2,578,039
-11,077
2
$77.6M 7.43%
2,603,606
+15,089
3
$74.5M 7.13%
3,085,641
+147,616
4
$55.6M 5.32%
1,431,504
+48,984
5
$54.1M 5.18%
217,144
+12,078
6
$46.6M 4.46%
1,048,405
+23,229
7
$30.6M 2.93%
608,769
-62,057
8
$25.1M 2.4%
717,436
-13,174
9
$16.3M 1.56%
779,331
+9,141
10
$15.3M 1.47%
639,850
-7,815
11
$11.5M 1.1%
320,648
+37,113
12
$10.5M 1.01%
206,105
-4,028
13
$8.27M 0.79%
82,335
-1,231
14
$8.2M 0.79%
222,883
+42,124
15
$7.25M 0.69%
194,847
+3,027
16
$6.54M 0.63%
226,466
-9,844
17
$6.19M 0.59%
134,703
+5,955
18
$5.4M 0.52%
21,218
+217
19
$5.37M 0.51%
213,789
+27,246
20
$5.23M 0.5%
60,225
+9,438
21
$5.1M 0.49%
178,013
+26,489
22
$4.98M 0.48%
117,279
-5,674
23
$4.96M 0.47%
248,246
+33,199
24
$4.76M 0.46%
50,034
-2,749
25
$4.61M 0.44%
83,320
-1,675
1
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