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
76
$246K 0.2%
2,235
77
$242K 0.19%
+14,220
78
$241K 0.19%
+129
79
$229K 0.18%
5,000
80
$223K 0.18%
6,376
-1,676
81
$204K 0.16%
+1,613
82
– –
-3,317
83
– –
-2,731
84
– –
-14,639
85
– –
-11,138
86
– –
-2,450
87
– –
-23,000
88
– –
-24,735
1 2 3
4