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
51
$635K 0.51%
6,715
+100
52
$634K 0.51%
7,877
-100
53
$592K 0.47%
10,025
+150
54
$583K 0.46%
+10,516
55
$575K 0.46%
8,527
+566
56
$523K 0.42%
4,450
57
$515K 0.41%
4,700
58
$509K 0.41%
6,610
+3,602
59
$486K 0.39%
5,479
60
$459K 0.37%
+6,630
61
$409K 0.33%
17,544
-2,000
62
$409K 0.33%
9,466
63
$395K 0.31%
3,790
-6,429
64
$370K 0.3%
6,231
-700
65
$356K 0.28%
4,786
+594
66
$350K 0.28%
22,000
67
$324K 0.26%
10,707
68
$314K 0.25%
3,667
+730
69
$307K 0.24%
2,929
-2,700
70
$300K 0.24%
18,800
71
$293K 0.23%
+6,440
72
$274K 0.22%
3,563
-3,151
73
$267K 0.21%
+1,100
74
$264K 0.21%
2,000
75
$247K 0.2%
+4,470
1 2
3
4