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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
801
$0 ﹤0.01%
+1
802
$0 ﹤0.01%
+1
803
– –
0
804
– –
-11,214
805
$0 ﹤0.01%
+9
806
$0 ﹤0.01%
+1
807
– –
-11,304
808
– –
-15,255
809
$0 ﹤0.01%
+1
810
$0 ﹤0.01%
+4
811
$0 ﹤0.01%
+2
812
$0 ﹤0.01%
+12
813
$0 ﹤0.01%
+1
814
– –
-29,358
815
$0 ﹤0.01%
+25
816
– –
-20,097
817
– –
-30,618
818
– –
0
819
– –
-25,767
820
– –
-7,472
821
$0 ﹤0.01%
+90
822
– –
-11,340
823
$0 ﹤0.01%
+1
824
$0 ﹤0.01%
161
-20,296
825
$0 ﹤0.01%
+29
31 32
33
34 35