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4IG
440 Investment Group Portfolio holdings
AUM
$140M
1-Year Est. Return
17.09%
This Fund
S&P 500
This Quarter
Est. Return
+4.34%
1 Year Est. Return
+17.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
99.45%
Top 10 Holdings %
Top 10 Hldgs %
54.23%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
US Bancorp
USB
|
+$15.7M |
| 2 |
Wells Fargo
WFC
|
+$8.75M |
| 3 |
Microsoft
MSFT
|
+$7.67M |
| 4 |
Apple
AAPL
|
+$5.14M |
| 5 |
CELG
Celgene Corp
CELG
|
+$4.93M |
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 | |
|---|---|---|---|---|---|---|
51
Valero Energy
VLO
$89.5B
| $528K | 0.47% |
+7,961
| New | +$533K |
|
52
iShares Core US Aggregate Bond ETF
AGG
$138B
| $510K | 0.46% |
+4,700
| New | +$509K |
|
53
Pfizer
PFE
$138B
| $504K | 0.45% |
+15,538
| New | +$490K |
|
54
Philip Morris
PM
$274B
| $502K | 0.45% |
+4,450
| New | +$459K |
|
|
KSU
55
DELISTED
Kansas City Southern
KSU
| $483K | 0.43% |
+5,629
| New | +$483K |
|
56
RTX Corp
RTX
$260B
| $474K | 0.42% |
+6,714
| New | +$471K |
|
57
Medtronic
MDT
$102B
| $441K | 0.39% |
+5,479
| New | +$428K |
|
58
Comcast
CMCSA
$82.8B
| $440K | 0.39% |
+11,717
| New | +$435K |
|
59
UnitedHealth
UNH
$386B
| $424K | 0.38% |
+2,585
| New | +$423K |
|
60
Mondelez International
MDLZ
$75.5B
| $408K | 0.36% |
+9,466
| New | +$419K |
|
61
Visa
V
$677B
| $394K | 0.35% |
+4,434
| New | +$381K |
|
62
Agilent Technologies
A
$38.2B
| $366K | 0.33% |
+6,931
| New | +$350K |
|
63
Schwab International Equity ETF
SCHF
$66.3B
| $329K | 0.29% |
+22,000
| New | +$319K |
|
64
Williams Companies
WMB
$92.9B
| $317K | 0.28% |
+10,707
| New | +$310K |
|
65
Altria Group
MO
$117B
| $299K | 0.27% |
+4,192
| New | +$303K |
|
66
Schwab U.S Small- Cap ETF
SCHA
$23B
| $296K | 0.26% |
+18,800
| New | +$294K |
|
67
Boston Beer
SAM
$1.76B
| $289K | 0.26% |
+2,000
| New | +$313K |
|
68
Kraft Heinz
KHC
$29.7B
| $267K | 0.24% |
+2,937
| New | +$265K |
|
69
Fluor
FLR
$7.14B
| $263K | 0.24% |
+5,000
| New | +$273K |
|
70
NextEra Energy
NEE
$187B
| $258K | 0.23% |
+8,052
| New | +$253K |
|
71
iShares National Muni Bond ETF
MUB
$45.7B
| $244K | 0.22% |
+2,235
| New | +$242K |
|
72
Texas Instruments
TXN
$278B
| $242K | 0.22% |
+3,008
| New | +$233K |
|
73
LyondellBasell Industries
LYB
$18.9B
| $223K | 0.2% |
+2,450
| New | +$224K |
|
74
AbbVie
ABBV
$432B
| $216K | 0.19% |
+3,317
| New | +$209K |
|
75
Hewlett Packard
HPE
$65.6B
| $202K | 0.18% |
+14,639
| New | +$197K |
|
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