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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
$1.03B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.87M
3
+$3.24M
4
IOT icon
Samsara
IOT
+$2.52M
5
AXON icon
Axon Enterprise
AXON
+$2.42M

Top Sells

1
+$7.74M
2
+$4.93M
3
+$3.11M
4
FANG icon
Diamondback Energy
FANG
+$2.38M
5
KBH icon
KB Home
KBH
+$2.06M

Sector Composition

1 Technology 21.15%
2 Industrials 19.4%
3 Financials 11.31%
4 Real Estate 8.54%
5 Healthcare 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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852
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-8,865
853
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854
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-4,505
855
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-18,870
856
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-8,214
857
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-16,342
858
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-22,200
859
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-1,887
860
– –
-162,912
861
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-42,338
862
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-23,561
863
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-3,369
864
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-28,046
865
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-14,366
866
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-37,564
867
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-19,203
868
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-26,751
869
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-10,078
870
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-254,340
871
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-26,195
872
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-2,691
873
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-71,262
874
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-29,248
875
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-8,112
33 34
35
36 37