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
$791M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$13M
3 +$12M
4
FIS icon
Fidelity National Information Services
FIS
+$9.23M
5
HCA icon
HCA Healthcare
HCA
+$8.57M

Top Sells

1 +$34.1M
2 +$13.4M
3 +$11.2M
4
UNP icon
Union Pacific
UNP
+$10.3M
5
LOW icon
Lowe's Companies
LOW
+$10.1M

Sector Composition

1 Technology 22.88%
2 Healthcare 15.04%
3 Industrials 11.64%
4 Real Estate 9.03%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
-10,494
877
-10,032
878
-41,024
879
-11,550
880
-1,386
881
-11,352
882
-35,706
883
-19,470
884
-2,904
885
-50,028
886
-4,414
887
-24,618
888
-14,334
889
-12,300
890
-16,538
891
-4,091
892
-4,488
893
-3,696
894
-45,836
895
-16,170
896
-6,686
897
-27,163
898
-72,198
899
-20,580
900
-13,196