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
551
– –
-24
552
– –
-296
553
– –
-2,134
554
– –
-572
555
– –
-1,185
556
– –
-97
557
– –
-1,142
558
– –
-5,585
559
– –
-69
560
– –
-15
561
– –
-1,400
562
– –
-19
563
– –
-655
564
– –
-1,766
565
– –
-1,619
566
– –
-9
567
– –
-17
568
– –
-1
569
– –
-860
570
– –
-72
571
– –
-14
572
– –
-1,268
573
– –
-1,034
574
– –
-1
575
– –
-3,561
21 22
23
24 25