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 | |
|---|---|---|---|---|---|---|
101
Travelers Companies
TRV
$64.1B
| – | – |
-1,613
|
|
||
|
AGN
102
DELISTED
Allergan plc
AGN
| – | – |
-1,100
|
|