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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
$827M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.81M
3 +$1.72M
4
EXR icon
Extra Space Storage
EXR
+$1.53M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$1.44M

Top Sells

1 +$34.7M
2 +$10.6M
3 +$5.31M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$2.92M
5
HUBS icon
HubSpot
HUBS
+$2.8M

Sector Composition

1 Technology 21.17%
2 Industrials 17.36%
3 Healthcare 12.11%
4 Financials 8.66%
5 Real Estate 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
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802
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803
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804
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805
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806
-182,740
807
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808
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809
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810
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811
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812
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813
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814
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815
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816
-24,635
817
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818
-14,699
819
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820
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821
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822
-6,850
823
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824
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825
-4,824