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
$305M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.76M
3
+$2.61M
4
BLK icon
Blackrock
BLK
+$1.31M
5
LAZ icon
Lazard
LAZ
+$1.23M

Top Sells

1
+$4.34M
2
+$2.52M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$2.27M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.03M

Sector Composition

1 Technology 20.9%
2 Healthcare 20.82%
3 Financials 14.77%
4 Industrials 5.45%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.52%
99,316
-2,968
27
$4.6M 1.51%
31,593
-41
28
$4.52M 1.48%
70,255
-283
29
$3.92M 1.28%
23,158
+291
30
$3.87M 1.27%
96,220
+995
31
$3.75M 1.23%
105,311
-34,485
32
$3.73M 1.22%
94,314
-21
33
$3.72M 1.22%
41,465
+355
34
$3.68M 1.21%
86,318
-17,418
35
$3.52M 1.15%
35,378
-138
36
$3.46M 1.14%
26,777
+29
37
$3.44M 1.13%
27,805
-1,690
38
$3.16M 1.04%
50,134
-1,163
39
$2.95M 0.97%
17,591
+57
40
$2.68M 0.88%
43,940
+2,200
41
$2.65M 0.87%
14,709
+1,248
42
$2.62M 0.86%
33,621
-1,168
43
$2.61M 0.86%
+154,280
44
$2.08M 0.68%
11,021
+137
45
$2M 0.65%
53,359
-66,609
46
$1.73M 0.57%
12,575
-8,221
47
$1.61M 0.53%
100,626
-60,204
48
$1.28M 0.42%
7,581
-182
49
$1.23M 0.4%
+35,078
50
$1.09M 0.36%
5,286
-4,916
1
2
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