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
$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 17.24%
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
901
– –
-6,454
902
– –
-2,333
903
– –
-32,315
904
– –
-38,136
905
– –
-54,403
906
– –
-54,108
907
– –
-8,663
908
– –
-8,878
909
– –
-4,959
910
– –
-6,270
911
– –
-5,162
912
– –
-7,644
913
– –
-136,215
914
– –
-7,445
915
– –
-35,532
916
– –
-10,227
917
– –
-119,413
918
– –
-9,339
919
– –
-705
920
– –
-8,472
921
– –
-9,336
922
– –
-22,699
33 34 35 36
37