We are live on ! Find out more
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
$98.2M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$394K
3
+$392K
4
XRAY icon
Dentsply Sirona
XRAY
+$388K
5
XEL icon
Xcel Energy
XEL
+$330K

Top Sells

1
+$201K
2
+$177K
3
+$176K
4
BKR icon
Baker Hughes
BKR
+$136K
5
GCO icon
Genesco
GCO
+$119K

Sector Composition

1 Industrials 9.53%
2 Energy 6.71%
3 Technology 6.63%
4 Healthcare 6.35%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-14
877
– –
-83
878
– –
-406
879
– –
-1,740
880
– –
-1,205
881
– –
-1,285
882
– –
-6
883
– –
-1,323
884
– –
-427
885
– –
-1,033
886
– –
-1,047
887
– –
-1,231
888
– –
-7,498
889
– –
-1,906
890
– –
-28
891
– –
-1,091
892
– –
-43
893
– –
-1,320
894
– –
-2,761
895
– –
-458
896
– –
-809
897
– –
-10
898
– –
-838
899
– –
-1,219
900
– –
-555
34 35
36
37 38