II

Inspire Investing Portfolio holdings

AUM $1.11B
1-Year Est. Return 22.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1 +$61.8M
2 +$6.28M
3 +$4.37M
4
CVLT icon
Commault Systems
CVLT
+$2.74M
5
QCOM icon
Qualcomm
QCOM
+$2.48M

Top Sells

1 +$3.84M
2 +$2.46M
3 +$2.33M
4
LAMR icon
Lamar Advertising Co
LAMR
+$2.18M
5
VNT icon
Vontier
VNT
+$2.07M

Sector Composition

1 Technology 23.65%
2 Industrials 17.2%
3 Financials 10.9%
4 Healthcare 10.22%
5 Real Estate 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-341,223
852
-4,791
853
-1,615
854
-5,406
855
-44,269
856
-18,834
857
-2,027
858
-2,012
859
-4,054
860
-31,432
861
-5,115
862
-2,531
863
-4,455
864
-449
865
-5,170
866
-13,357
867
-22,607
868
-88,644
869
-18,249
870
-2,500
871
-3,280
872
-5,505
873
-8,303
874
-1,664
875
-30,929