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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
1
$22.6M 2.2%
47,397
-2,835
2
$21.1M 2.06%
144,937
+2,124
3
$18.1M 1.76%
146,274
-3,184
4
$16.1M 1.57%
660,920
+5,330
5
$16M 1.55%
661,400
+63,347
6
$16M 1.55%
452,304
-16,054
7
$15.1M 1.47%
13,961
-1,723
8
$13.9M 1.35%
202,283
-13,407
9
$13.7M 1.33%
55,279
-4,414
10
$11M 1.07%
44,007
+17,190
11
$10.9M 1.06%
61,041
-7,707
12
$10.8M 1.05%
15,060
+1,095
13
$10.4M 1.01%
90,599
-3,844
14
$9.24M 0.9%
12,187
+297
15
$8.61M 0.84%
221,576
-8,313
16
$8.44M 0.82%
298,228
-3,680
17
$8.2M 0.8%
97,584
-681
18
$8.07M 0.79%
39,331
-903
19
$7.93M 0.77%
12,208
+2,538
20
$7.7M 0.75%
8,361
+271
21
$6.85M 0.67%
29,842
-1,124
22
$6.81M 0.66%
173,593
+31,180
23
$6.1M 0.59%
6,394
+405
24
$6.09M 0.59%
32,454
-883
25
$5.8M 0.56%
38,472
+29,022
1
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