Portfolio (Quarterly)
Guide ↗
Inspire Investing, LLC
· CIK 0001670139| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1261 | — | VERASTEM INC | — | 4.0 | $15.0 | — | NEW | — | $3.75 | — |
| 1262 | NWSA | NEWS CORP NEW | Communication Services | — | $11.0 | — | NEW | — | — | — |
| 1263 | HAIN | HAIN CELESTIAL GROUP INC | Consumer Defensive | 14.0 | $8.0 | — | NEW | — | $0.57 | +53.0% |
| 1264 | PEGA | PEGASYSTEMS INC | Technology | — | $6.0 | — | NEW | — | — | — |
| 1265 | PHUN | PHUNWARE INC | Technology | 3.0 | $6.0 | — | NEW | — | $2.00 | +7.2% |
| 1266 | VBND | ETF SER SOLUTIONS | — | — | $2.0 | — | NEW | — | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.3%
Industrials
21.7%
Financial Services
10.0%
Energy
7.5%
Consumer Cyclical
7.0%
Real Estate
6.8%
Healthcare
6.2%
Basic Materials
5.1%
Utilities
4.1%
Consumer Defensive
2.4%