4IG
440 Investment Group Portfolio holdings
AUM
$140M
1-Year Est. Return
17.09%
This Fund
S&P 500
1 Year Est. Return
+17.09%
AUM
$131M
AUM Growth
+$5.77M
(+4.6%)
Holding
102
Top Buys
| 1 | +$3.51M | |
| 2 | +$3.43M | |
| 3 | +$3.3M | |
| 4 |
UnitedHealth
UNH
|
+$2.67M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.46M |
Top Sells
| 1 | +$8.18M | |
| 2 | +$4.91M | |
| 3 | +$3.71M | |
| 4 |
IBM
IBM
|
+$2.77M |
| 5 |
Coca-Cola
KO
|
+$2.67M |
Sector Composition
| 1 | Healthcare | 23.37% |
| 2 | Financials | 18.77% |
| 3 | Industrials | 13.11% |
| 4 | Technology | 11.24% |
| 5 | Consumer Discretionary | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Toro Company
TTC
$9.12B
| $742K | 0.57% |
11,956
+5,326
|
|
||
52
T-Mobile US
TMUS
$210B
| $740K | 0.56% |
+12,000
|
|
||
53
Cognizant
CTSH
$24.5B
| $727K | 0.55% |
10,025
-17
|
|
||
54
C.H. Robinson
CHRW
$19.7B
| $723K | 0.55% |
9,500
|
|
||
55
Wells Fargo
WFC
$244B
| $722K | 0.55% |
13,085
-153,845
|
|
||
56
Cisco
CSCO
$372B
| $707K | 0.54% |
+21,035
|
|
||
57
Valero Energy
VLO
$75.3B
| $661K | 0.5% |
8,590
+63
|
|
||
58
Chevron
CVX
$381B
| $660K | 0.5% |
5,620
+1,830
|
|
||
59
Amazon
AMZN
$2.94T
| $658K | 0.5% |
13,680
-2,640
|
|
||
60
AT&T
T
$180B
| $654K | 0.5% |
22,111
-2,317
|
|
||
61
Visa
V
$612B
| $646K | 0.49% |
6,134
-790
|
|
||
62
Comcast
CMCSA
$94.5B
| $638K | 0.49% |
16,593
-1,900
|
|
||
63
Cencora
COR
$59.5B
| $567K | 0.43% |
6,846
+131
|
|
||
64
Texas Instruments
TXN
$256B
| $557K | 0.42% |
6,210
-400
|
|
||
65
General Mills
GIS
$18.4B
| $544K | 0.41% |
10,516
|
|
||
66
Accenture
ACN
$110B
| $542K | 0.41% |
+4,011
|
|
||
67
Schwab International Equity ETF
SCHF
$63.5B
| $536K | 0.41% |
32,000
+10,000
|
|
||
68
Nike
NKE
$63.8B
| $532K | 0.41% |
10,261
+236
|
|
||
69
CVS Health
CVS
$103B
| $512K | 0.39% |
6,300
-1,577
|
|
||
|
FISV
70
Fiserv Inc
FISV
$30.5B
| $511K | 0.39% |
+7,924
|
|
||
71
Nasdaq
NDAQ
$50.3B
| $465K | 0.35% |
+17,985
|
|
||
72
Ecolab
ECL
$72.8B
| $463K | 0.35% |
+3,600
|
|
||
73
Digital Realty Trust
DLR
$69.1B
| $440K | 0.34% |
+3,720
|
|
||
74
Lam Research
LRCX
$345B
| $434K | 0.33% |
+23,450
|
|
||
75
BP
BP
$120B
| $419K | 0.32% |
+12,080
|
|