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
51
$528K 0.47%
+7,961
52
$510K 0.46%
+4,700
53
$504K 0.45%
+15,538
54
$502K 0.45%
+4,450
55
$483K 0.43%
+5,629
56
$474K 0.42%
+6,714
57
$441K 0.39%
+5,479
58
$440K 0.39%
+11,717
59
$424K 0.38%
+2,585
60
$408K 0.36%
+9,466
61
$394K 0.35%
+4,434
62
$366K 0.33%
+6,931
63
$329K 0.29%
+22,000
64
$317K 0.28%
+10,707
65
$299K 0.27%
+4,192
66
$296K 0.26%
+18,800
67
$289K 0.26%
+2,000
68
$267K 0.24%
+2,937
69
$263K 0.24%
+5,000
70
$258K 0.23%
+8,052
71
$244K 0.22%
+2,235
72
$242K 0.22%
+3,008
73
$223K 0.2%
+2,450
74
$216K 0.19%
+3,317
75
$202K 0.18%
+14,639
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