Inspire Tactical Balanced ETF (RISN)

• Market cap: $75.5M
• 1 day: 0.31%
• 5 days: 1.35%
• 1 month: -0.93%
• 3 months: -5.85%
• 6 months: -5.19%
• Year to date: -2.66%
• 1 year: 0.31%
• 5 years: 2.03%
• 10 years: 2.03%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0.49% less ownership

Funds ownership: 93.17% [Q3] → 92.67% (-0.49%) [Q4]

2% less capital invested

Capital invested by funds: $83.9M [Q3] → $82.2M (-$1.71M) [Q4]

14% less funds holding

Funds holding: 14 [Q3] → 12 (-2) [Q4]

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5