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
$337M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.7M
3
+$2.2M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.03M
5
XLNX
Xilinx Inc
XLNX
+$513K

Top Sells

1
+$3.44M
2
+$2.08M
3
+$1.23M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.09M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.04M

Sector Composition

1 Technology 22.4%
2 Healthcare 21.32%
3 Financials 13.81%
4 Industrials 5.26%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 1.39%
30,855
-738
27
$4.66M 1.38%
95,248
-4,068
28
$4.6M 1.37%
88,176
-4,974
29
$4.43M 1.31%
86,605
+287
30
$4.31M 1.28%
40,745
-720
31
$4.3M 1.28%
96,766
+546
32
$4.23M 1.26%
35,127
-251
33
$4.14M 1.23%
23,370
+212
34
$3.95M 1.17%
94,997
-10,314
35
$3.9M 1.16%
26,762
-15
36
$3.75M 1.11%
94,641
+327
37
$3.45M 1.02%
46,382
-3,752
38
$3.27M 0.97%
16,590
+1,881
39
$3.25M 0.96%
38,644
+32,149
40
$3.11M 0.92%
17,473
-118
41
$2.98M 0.88%
44,420
+480
42
$2.81M 0.83%
156,125
+1,845
43
$2.52M 0.75%
30,093
-3,528
44
$2.16M 0.64%
51,952
-1,407
45
$1.85M 0.55%
100,177
-449
46
$1.64M 0.49%
7,505
-76
47
$1.6M 0.48%
10,844
-1,731
48
$1.15M 0.34%
4,990
-296
49
$1.11M 0.33%
3,756
50
$1.07M 0.32%
20,394
+7,146
1
2
3 4