II

Inspire Investing Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$1.36M
3
+$407K
4
AMT icon
American Tower
AMT
+$336K
5
LOW icon
Lowe's Companies
LOW
+$322K

Top Sells

1
+$2.92M
2
+$2.57M
3
+$1.7M
4
APC
Anadarko Petroleum
APC
+$232K
5
SIVB
SVB Financial Group
SIVB
+$213K

Sector Composition

1 Industrials 15.98%
2 Technology 9.86%
3 Healthcare 9.54%
4 Energy 7.59%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$220K 0.09%
1,613
+72
227
$218K 0.09%
+4,622
228
$218K 0.09%
5,448
-116
229
$217K 0.09%
29,951
+8,046
230
$216K 0.09%
13,028
+1,016
231
$216K 0.09%
+3,245
232
$216K 0.09%
7,910
+981
233
$214K 0.09%
+5,925
234
$214K 0.09%
23,497
+5,699
235
$214K 0.09%
2,236
-85
236
$214K 0.09%
8,340
-644
237
$212K 0.09%
+10,086
238
$212K 0.09%
11,738
+1,667
239
$211K 0.09%
3,568
+379
240
$211K 0.09%
+6,042
241
$211K 0.09%
+2,115
242
$211K 0.09%
+6,261
243
$209K 0.09%
+5,406
244
$209K 0.09%
+14,610
245
$209K 0.09%
5,170
+737
246
$208K 0.09%
+7,319
247
$206K 0.09%
+5,152
248
$204K 0.09%
7,482
+1,744
249
$201K 0.08%
17,470
+3,013
250
$201K 0.08%
4,417
+135
8 9
10
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