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
$977M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1 +$7.31M
2 +$3.36M
3 +$2.95M
4
CPAY icon
Corpay
CPAY
+$2.83M
5
RL icon
Ralph Lauren
RL
+$2.61M

Top Sells

1 +$14.2M
2 +$11M
3 +$3.84M
4
FIS icon
Fidelity National Information Services
FIS
+$3.82M
5
TSCO icon
Tractor Supply
TSCO
+$3.68M

Sector Composition

1 Technology 21.32%
2 Industrials 19.85%
3 Healthcare 10.36%
4 Financials 9.77%
5 Real Estate 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-19,493
827
-14,994
828
-125
829
-7,761
830
-1,638
831
-13,713
832
-24,462
833
-7,291
834
-11,292
835
-25,876
836
-38,389
837
-10,578
838
-31,308
839
-34,442
840
-21,653
841
-5,963
842
-16,283
843
-63,557
844
-12,854
845
-51,450
846
-73,952
847
-118,017
848
-10,370
849
-34,911
850
-66,741