4IG

440 Investment Group Portfolio holdings

AUM $140M
1-Year Est. Return 17.09%
This Quarter Est. Return
1 Year Est. Return
+17.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.59M
3
+$7.88M
4
AAPL icon
Apple
AAPL
+$5.6M
5
CELG
Celgene Corp
CELG
+$5.13M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.29%
2 Technology 18.95%
3 Healthcare 17.12%
4 Industrials 8.54%
5 Consumer Staples 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$999K 0.89%
+11,124
27
$985K 0.88%
+20,014
28
$942K 0.84%
+7,833
29
$907K 0.81%
+6,119
30
$905K 0.81%
+19,880
31
$888K 0.79%
+36,942
32
$882K 0.79%
+6,004
33
$821K 0.73%
+46,200
34
$761K 0.68%
+24,735
35
$758K 0.68%
+23,000
36
$752K 0.67%
+6,280
37
$734K 0.66%
+9,500
38
$718K 0.64%
+7,360
39
$700K 0.63%
+21,329
40
$673K 0.6%
+4,716
41
$669K 0.6%
+11,232
42
$653K 0.58%
+2,442
43
$647K 0.58%
+21,120
44
$646K 0.58%
+7,682
45
$635K 0.57%
+5,997
46
$626K 0.56%
+7,977
47
$585K 0.52%
+6,615
48
$576K 0.51%
+19,544
49
$553K 0.49%
+17,609
50
$550K 0.49%
+9,875
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