II

Inspire Investing Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$9.97M
3 +$7.74M
4
ANET icon
Arista Networks
ANET
+$5.07M
5
FTNT icon
Fortinet
FTNT
+$4.31M

Top Sells

1 +$7.16M
2 +$5.26M
3 +$3.91M
4
PWR icon
Quanta Services
PWR
+$3.47M
5
GPN icon
Global Payments
GPN
+$3.29M

Sector Composition

1 Technology 20.61%
2 Industrials 16.96%
3 Healthcare 11.63%
4 Financials 9.98%
5 Real Estate 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-29,722
802
-11,445
803
-54,175
804
-41,652
805
-4,089
806
-18,268
807
-9,579
808
-4,961
809
-48,389
810
-63,813
811
-6,726
812
-4,005
813
-10,581
814
-9,825
815
-35,829
816
-18,334
817
-13,363
818
-13,405
819
-112,213
820
-12,364
821
-9,107
822
-2,043
823
-73,887
824
-21,360
825
-35,066