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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
+3.72%
1 Year Est. Return
+17.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$5.77M
Cap. Flow
+$1.82M
Cap. Flow %
1.38%
Top 10 Hldgs %
42.39%
Holding
102
New
21
Increased
29
Reduced
29
Closed
5

Top Buys

1
MMM icon
3M
MMM
+$3.51M
2
MAR icon
Marriott International
MAR
+$3.43M
3
TECH icon
Bio-Techne
TECH
+$3.3M
4
UNH icon
UnitedHealth
UNH
+$2.67M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.46M

Top Sells

1
WFC icon
Wells Fargo
WFC
+$8.18M
2
MSFT icon
Microsoft
MSFT
+$4.91M
3
AAPL icon
Apple
AAPL
+$3.71M
4
IBM icon
IBM
IBM
+$2.77M
5
KO icon
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
TRV icon
101
Travelers Companies
TRV
$71.6B
– –
-1,613
Closed -$204K
AGN
102
DELISTED
Allergan plc
AGN
– –
-1,100
Closed -$267K
1 2 3 4
5

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W
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