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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
$250M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.78M
3
+$1.09M
4
IVR icon
Invesco Mortgage Capital
IVR
+$959K
5
ACN icon
Accenture
ACN
+$902K

Top Sells

1
+$11.9M
2
+$872K
3
+$718K
4
DHR icon
Danaher
DHR
+$650K
5
AMT icon
American Tower
AMT
+$539K

Sector Composition

1 Industrials 15.31%
2 Technology 13.79%
3 Healthcare 10.02%
4 Financials 7.41%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$0 ﹤0.01%
+15
777
$0 ﹤0.01%
+1
778
$0 ﹤0.01%
+3
779
$0 ﹤0.01%
+1
780
– –
-11,754
781
– –
-10,899
782
$0 ﹤0.01%
+15
783
$0 ﹤0.01%
3
-43,911
784
$0 ﹤0.01%
41
-21,350
785
$0 ﹤0.01%
+6
786
$0 ﹤0.01%
+1
787
– –
0
788
$0 ﹤0.01%
+55
789
$0 ﹤0.01%
+2
790
– –
-12,483
791
– –
0
792
$0 ﹤0.01%
+58
793
– –
0
794
$0 ﹤0.01%
+24
795
$0 ﹤0.01%
+36
796
$0 ﹤0.01%
+26
797
– –
-11,844
798
– –
-16,632
799
$0 ﹤0.01%
+7
800
$0 ﹤0.01%
+2
30 31
32
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