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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
$918M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.78M
3
+$2.76M
4
AZO icon
AutoZone
AZO
+$2.69M
5
UPS icon
United Parcel Service
UPS
+$2.66M

Top Sells

1
+$6.72M
2
+$2.86M
3
+$2.69M
4
NVR icon
NVR
NVR
+$2.62M
5
IDXX icon
Idexx Laboratories
IDXX
+$2.45M

Sector Composition

1 Technology 21.17%
2 Industrials 18.25%
3 Financials 11.35%
4 Real Estate 8.49%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-6,759
852
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-77,220
853
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-56,808
854
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-43,632
855
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-38,232
856
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-35,424
857
– –
-10,080
858
– –
-5,940
859
– –
-25,816
860
– –
-2,700
861
– –
-192,780
862
– –
-34,128
863
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-25,596
864
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-11,826
865
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-27,387
866
– –
-22,788
867
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-20,400
868
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-74,727
869
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-26,568
870
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-20,520
871
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-87,264
872
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-5,832
873
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-112,872
874
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-26,350
875
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-15,335
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