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
526
– –
-5,466
527
– –
-1,454
528
– –
-2,191
529
– –
-1,404
530
– –
-2,224
531
– –
-269
532
– –
-1,552
533
– –
-1,870
534
– –
-17
535
– –
-2,554
536
– –
-113
537
– –
-52
538
– –
-863
539
– –
0
540
– –
-13
541
– –
-5,566
542
– –
-4,295
543
– –
-68
544
– –
-177
545
– –
-2,046
546
– –
-1,283
547
– –
-1,376
548
– –
-507
549
– –
-1,391
550
– –
-524
20 21
22
23 24