MIG

McGuire Investment Group Portfolio holdings

AUM $783M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$932K
3
+$790K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$770K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$456K

Top Sells

1
+$1.3M
2
+$1.26M
3
+$969K
4
COST icon
Costco
COST
+$530K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$467K

Sector Composition

1 Healthcare 21.1%
2 Technology 19.8%
3 Financials 15.65%
4 Industrials 5.8%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.46%
96,190
+16,446
27
$4.54M 1.44%
103,736
+1,527
28
$4.45M 1.41%
70,538
-627
29
$4.34M 1.38%
47,106
+2,988
30
$4.15M 1.32%
29,495
+356
31
$4.05M 1.28%
95,225
+1,264
32
$3.99M 1.26%
22,867
+189
33
$3.88M 1.23%
35,516
-323
34
$3.73M 1.18%
26,748
-90
35
$3.71M 1.18%
7,903
+493
36
$3.47M 1.1%
94,335
-246
37
$3.47M 1.1%
41,110
+414
38
$3.01M 0.96%
20,796
+969
39
$2.93M 0.93%
17,534
+351
40
$2.79M 0.89%
51,297
-438
41
$2.72M 0.86%
34,789
-1,784
42
$2.66M 0.84%
28,793
-54
43
$2.61M 0.83%
160,830
+116
44
$2.4M 0.76%
388,902
+4,758
45
$2.38M 0.75%
15,203
+295
46
$2.35M 0.75%
13,461
+6,513
47
$2.26M 0.72%
41,740
+14,220
48
$2.09M 0.66%
10,202
-63
49
$2.03M 0.64%
10,884
+30
50
$1.78M 0.56%
45,255
+23,733
1
2
3 4