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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
926
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-40,959
927
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-8,103
928
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-7,598
929
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-100,690
930
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-42,947
931
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-14,504
932
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-29,523
933
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-7,862
934
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-57,898
935
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-14,732
936
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-3,051
937
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938
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-32,406
939
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-4,995
940
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-3,698
941
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-32,523
942
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943
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944
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-1,627
945
– –
-47,730
946
– –
-7,473
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