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
751
– –
-1,453
752
– –
-3,081
753
– –
-2,031
754
– –
-23
755
– –
-28
756
– –
-9
757
– –
-1,200
758
– –
-2,313
759
– –
-4,386
760
– –
-2,448
761
– –
-626
762
– –
-1,168
763
– –
-1,137
764
– –
-1,225
765
– –
-3,063
766
– –
-1,438
767
– –
-250
768
– –
-258
769
– –
-759
770
– –
-512
771
– –
-7
772
– –
-3,454
773
– –
-469
774
– –
-423
775
– –
-16
29 30
31
32 33