MIG

McGuire Investment Group Portfolio holdings

AUM $883M
1-Year Est. Return 32.92%
This Quarter Est. Return
1 Year Est. Return
+32.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.29M
3
+$802K
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$549K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$423K

Top Sells

1
+$3M
2
+$2.3M
3
+$464K
4
WT icon
WisdomTree
WT
+$351K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$339K

Sector Composition

1 Healthcare 19.61%
2 Financials 17.76%
3 Technology 17.53%
4 Industrials 5.67%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 1.5%
117,329
+582
27
$3.6M 1.36%
28,998
+345
28
$3.54M 1.34%
92,818
+1,014
29
$3.43M 1.3%
35,589
+180
30
$3.41M 1.29%
26,434
+377
31
$3.38M 1.28%
51,611
+51
32
$3.12M 1.18%
71,436
+67,416
33
$3.11M 1.18%
75,655
+55,668
34
$3M 1.13%
18,823
+130
35
$2.84M 1.07%
91,359
-3,519
36
$2.74M 1.04%
6,974
+205
37
$2.58M 0.97%
189,130
-220,070
38
$2.57M 0.97%
39,782
+448
39
$2.54M 0.96%
19,248
-672
40
$2.46M 0.93%
369,172
-52,733
41
$2.4M 0.91%
34,644
-61
42
$2.35M 0.89%
16,989
+9
43
$2.02M 0.76%
155,925
-16,956
44
$1.92M 0.72%
14,516
+124
45
$1.78M 0.67%
27,740
-7,232
46
$1.66M 0.63%
10,755
-158
47
$1.64M 0.62%
9,831
-81
48
$1.46M 0.55%
27,900
+400
49
$1.4M 0.53%
22,228
-179
50
$1.34M 0.51%
8,104
+10
1
2
3 4