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
1
$15.3M 12.19%
294,600
2
$9.25M 7.37%
166,930
+12,660
3
$8.55M 6.81%
123,994
+4,288
4
$5.84M 4.65%
162,180
+6,152
5
$5.26M 4.19%
40,482
-730
6
$3.94M 3.14%
26,781
-208
7
$3.78M 3.02%
48,324
-23
8
$3.41M 2.72%
22,235
9
$3.37M 2.69%
31,727
+4,415
10
$2.99M 2.39%
17,200
+9,622
11
$2.94M 2.35%
33,783
+22,659
12
$2.74M 2.18%
23,728
+1,000
13
$2.67M 2.13%
59,625
14
$2.52M 2.01%
22,799
+4,050
15
$2.3M 1.83%
12,385
+9,800
16
$2.26M 1.8%
9,361
-6,820
17
$2.16M 1.72%
37,038
-2,890
18
$1.92M 1.53%
20,997
+6,790
19
$1.92M 1.53%
41,200
+12,420
20
$1.82M 1.45%
25,695
+600
21
$1.76M 1.41%
13,339
+2,356
22
$1.74M 1.39%
14,309
+85
23
$1.49M 1.19%
18,474
+5,870
24
$1.33M 1.06%
10,279
+5,563
25
$1.3M 1.04%
8,501
+2,497
1
2 3 4