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
$977M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1 +$7.31M
2 +$3.36M
3 +$2.95M
4
CPAY icon
Corpay
CPAY
+$2.83M
5
RL icon
Ralph Lauren
RL
+$2.61M

Top Sells

1 +$14.2M
2 +$11M
3 +$3.84M
4
FIS icon
Fidelity National Information Services
FIS
+$3.82M
5
TSCO icon
Tractor Supply
TSCO
+$3.68M

Sector Composition

1 Technology 21.32%
2 Industrials 19.85%
3 Healthcare 10.36%
4 Financials 9.77%
5 Real Estate 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$907K 0.09%
+18,957
227
$907K 0.09%
+11,111
228
$905K 0.09%
+15,724
229
$904K 0.09%
+12,985
230
$903K 0.09%
+51,130
231
$899K 0.09%
+6,316
232
$897K 0.09%
+4,914
233
$896K 0.09%
+54,160
234
$893K 0.09%
+23,991
235
$892K 0.09%
80,977
+11,066
236
$892K 0.09%
+24,688
237
$892K 0.09%
+34,750
238
$892K 0.09%
+5,616
239
$891K 0.09%
+6,452
240
$890K 0.09%
+53,588
241
$889K 0.09%
33,344
+4,769
242
$889K 0.09%
+14,395
243
$889K 0.09%
+9,359
244
$885K 0.09%
+6,787
245
$884K 0.09%
+32,046
246
$884K 0.09%
+276,382
247
$884K 0.09%
+15,441
248
$884K 0.09%
+16,614
249
$884K 0.09%
+20,829
250
$881K 0.09%
+15,678