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
$215M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$1.44M
3
+$1.37M
4
CSX icon
CSX Corp
CSX
+$952K
5
ZTS icon
Zoetis
ZTS
+$693K

Top Sells

1
+$2.1M
2
+$1.54M
3
+$817K
4
CI icon
Cigna
CI
+$506K
5
SCG
Scana
SCG
+$332K

Sector Composition

1 Industrials 14.92%
2 Technology 9.49%
3 Healthcare 9.39%
4 Energy 7.68%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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