II

Inspire Investing Portfolio holdings

AUM $1.22B
1-Year Est. Return 32.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.9%
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
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902
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903
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904
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905
-8,878
906
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907
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908
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909
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910
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911
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912
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913
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914
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915
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916
-9,339
917
-705
918
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919
-8,591
920
-8,471
921
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922
-5,109