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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
401
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402
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403
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404
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-8,369
405
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406
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407
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-1,227
408
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-1,974
409
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-1,128
410
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-4,936
411
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-1,601
412
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-1,356
413
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-854
414
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415
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-1,375
416
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-1,210
417
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-3,612
418
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-948
419
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420
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421
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-24
422
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-4,806
423
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-713
424
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-6,344
425
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-2,359
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