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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
+2.2%
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
+$11.7M
Cap. Flow %
9.31%
Top 10 Hldgs %
49.17%
Holding
88
New
11
Increased
37
Reduced
17
Closed
7

Top Buys

1
PG icon
Procter & Gamble
PG
+$2M
2
UNH icon
UnitedHealth
UNH
+$1.72M
3
MMM icon
3M
MMM
+$1.61M
4
META icon
Meta Platforms (Facebook)
META
+$993K
5
AMZN icon
Amazon
AMZN
+$779K

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.63M
2
CBI
Chicago Bridge & Iron Nv
CBI
+$761K
3
NEM icon
Newmont
NEM
+$758K
4
CVX icon
Chevron
CVX
+$681K
5
KSU
Kansas City Southern
KSU
+$253K

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
MUB icon
76
iShares National Muni Bond ETF
MUB
$45.7B
$246K 0.2%
2,235
– –
SWBI icon
77
Smith & Wesson
SWBI
$679M
$242K 0.19%
+14,220
New +$245K
BKNG icon
78
Booking.com
BKNG
$135B
$241K 0.19%
+3,225
New +$236K
FLR icon
79
Fluor
FLR
$7.14B
$229K 0.18%
5,000
– –
NEE icon
80
NextEra Energy
NEE
$187B
$223K 0.18%
6,376
-1,676
-21% -$57.3K
TRV icon
81
Travelers Companies
TRV
$71.6B
$204K 0.16%
+1,613
New +$199K
ABBV icon
82
AbbVie
ABBV
$432B
– –
-3,317
Closed -$216K
CL icon
83
Colgate-Palmolive
CL
$72.8B
– –
-2,731
Closed -$200K
HPE icon
84
Hewlett Packard
HPE
$65.6B
– –
-14,639
Closed -$202K
HPQ icon
85
HP
HPQ
$22.5B
– –
-11,138
Closed -$199K
LYB icon
86
LyondellBasell Industries
LYB
$18.9B
– –
-2,450
Closed -$223K
NEM icon
87
Newmont
NEM
$101B
– –
-23,000
Closed -$758K
CBI
88
DELISTED
Chicago Bridge & Iron Nv
CBI
– –
-24,735
Closed -$761K
1 2 3
4

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