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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 %
99.45%
Top 10 Hldgs %
54.23%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–

Top Buys

1
USB icon
US Bancorp
USB
+$15.7M
2
WFC icon
Wells Fargo
WFC
+$8.75M
3
MSFT icon
Microsoft
MSFT
+$7.67M
4
AAPL icon
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
CL icon
76
Colgate-Palmolive
CL
$72.8B
$200K 0.18%
+2,731
New +$191K
HPQ icon
77
HP
HPQ
$22.5B
$199K 0.18%
+11,138
New +$180K
1 2 3
4

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W
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BGMBH
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