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
FI icon
Fiserv
FI
+$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
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