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
$125M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.82M
3
+$1.67M
4
META icon
Meta Platforms (Facebook)
META
+$1.01M
5
AMZN icon
Amazon
AMZN
+$790K

Top Sells

1
+$1.65M
2
+$761K
3
+$758K
4
CVX icon
Chevron
CVX
+$670K
5
KSU
Kansas City Southern
KSU
+$283K

Sector Composition

1 Financials 25.08%
2 Healthcare 17.88%
3 Technology 17.72%
4 Consumer Staples 9.89%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.02%
20,989
+1,231
27
$1.2M 0.95%
47,409
+10,467
28
$1.15M 0.91%
36,000
+20,462
29
$1.09M 0.87%
32,369
-1,002
30
$1.03M 0.82%
5,923
-750
31
$1.01M 0.8%
+6,679
32
$1.01M 0.8%
6,119
33
$905K 0.72%
19,880
34
$886K 0.71%
7,098
-735
35
$857K 0.68%
20,074
+60
36
$856K 0.68%
6,697
+417
37
$790K 0.63%
+16,320
38
$763K 0.61%
40,700
-5,500
39
$758K 0.6%
21,550
+430
40
$754K 0.6%
21,579
+250
41
$720K 0.57%
18,493
+6,776
42
$714K 0.57%
6,557
+560
43
$709K 0.57%
7,835
+475
44
$696K 0.55%
24,428
+6,819
45
$686K 0.55%
2,472
+30
46
$667K 0.53%
10,042
-1,190
47
$652K 0.52%
9,500
48
$649K 0.52%
6,924
+2,490
49
$640K 0.51%
7,782
+100
50
$636K 0.51%
+6,000
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