We are live on ! Find out more
II

Inspire Investing Portfolio holdings

AUM $1.71B
1-Year Est. Return 31.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.2M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$394K
3
+$392K
4
XRAY icon
Dentsply Sirona
XRAY
+$388K
5
XEL icon
Xcel Energy
XEL
+$330K

Top Sells

1
+$201K
2
+$177K
3
+$176K
4
BKR icon
Baker Hughes
BKR
+$136K
5
GCO icon
Genesco
GCO
+$119K

Sector Composition

1 Industrials 9.53%
2 Energy 6.71%
3 Technology 6.63%
4 Healthcare 6.35%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-198
352
– –
-374
353
– –
-7,921
354
– –
-316
355
– –
-682
356
– –
-233
357
– –
-2,397
358
– –
-1,399
359
– –
-1,128
360
– –
-502
361
– –
-689
362
– –
-2,473
363
– –
-3,827
364
– –
-1,623
365
– –
-79
366
– –
-1,022
367
– –
-1,403
368
– –
-4,950
369
– –
-3,201
370
– –
-394
371
– –
-1,650
372
– –
-572
373
– –
-766
374
– –
-411
375
– –
-2,618
13 14
15
16 17