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
$290M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.95M
3
+$1.75M
4
AMT icon
American Tower
AMT
+$1.74M
5
LOW icon
Lowe's Companies
LOW
+$1.51M

Top Sells

1
+$2.02M
2
+$1.95M
3
+$1.67M
4
FISV
Fiserv Inc
FISV
+$1.65M
5
D icon
Dominion Energy
D
+$1.61M

Sector Composition

1 Industrials 17.08%
2 Technology 12.23%
3 Healthcare 10.52%
4 Real Estate 8.74%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$203K 0.07%
3,117
-436
452
$203K 0.07%
13,888
-5,877
453
$203K 0.07%
4,774
-1,539
454
$202K 0.07%
2,890
-1,557
455
$202K 0.07%
1,798
-482
456
$202K 0.07%
4,178
-15,669
457
$202K 0.07%
10,379
-1,533
458
$201K 0.07%
5,270
-3,381
459
$200K 0.07%
8,556
-46
460
$200K 0.07%
7,849
-1,167
461
$200K 0.07%
4,030
-802
462
$196K 0.07%
12,772
-5,257
463
$196K 0.07%
12,834
-500
464
$195K 0.07%
27,714
+1,663
465
$194K 0.07%
40,858
-17,664
466
$194K 0.07%
16,926
+16
467
$192K 0.07%
12,586
+332
468
$192K 0.07%
13,702
-3,109
469
$187K 0.06%
19,964
+2,468
470
$184K 0.06%
10,593
-1,559
471
$184K 0.06%
11,532
-5,505
472
$183K 0.06%
15,438
-70
473
$182K 0.06%
32,922
-13,722
474
$175K 0.06%
11,098
-2,615
475
$170K 0.06%
13,702
-8,018
17 18
19
20 21