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
1
$15.2M 13.56%
+294,600
2
$8.59M 7.67%
+154,270
3
$7.88M 7.05%
+119,706
4
$5.6M 5.01%
+156,028
5
$5.13M 4.58%
+41,212
6
$4.49M 4.02%
+26,989
7
$4.01M 3.59%
+48,347
8
$3.81M 3.41%
+16,181
9
$3.1M 2.77%
+27,312
10
$2.88M 2.58%
+22,235
11
$2.54M 2.27%
+22,728
12
$2.53M 2.26%
+59,625
13
$2.33M 2.08%
+39,928
14
$2.01M 1.8%
+18,749
15
$1.7M 1.52%
+25,095
16
$1.6M 1.43%
+14,224
17
$1.37M 1.22%
+10,983
18
$1.25M 1.12%
+14,207
19
$1.22M 1.09%
+28,780
20
$1.21M 1.08%
+7,578
21
$1.2M 1.08%
+33,371
22
$1.2M 1.07%
+19,758
23
$1.1M 0.98%
+10,219
24
$1.03M 0.92%
+12,604
25
$1.02M 0.92%
+6,673
1
2 3 4