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
$240M
AUM Growth
-$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.56M
3
+$1.41M
4
MEDP icon
Medpace
MEDP
+$853K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$302K

Top Sells

1
+$12.1M
2
+$8.06M
3
+$8M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.89M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.3M

Sector Composition

1 Healthcare 26.28%
2 Technology 25.99%
3 Financials 14.4%
4 Industrials 5.63%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.45%
26,614
-148
27
$3.44M 1.43%
41,022
+277
28
$3.39M 1.41%
66,221
-4,013
29
$3.39M 1.41%
27,926
-2,929
30
$3.12M 1.3%
23,327
-43
31
$3.11M 1.3%
88,705
+529
32
$3.07M 1.28%
88,892
-6,356
33
$2.94M 1.22%
86,379
-226
34
$2.75M 1.15%
16,680
+90
35
$2.62M 1.09%
45,060
+640
36
$1.88M 0.78%
52,627
+675
37
$1.86M 0.77%
33,150
+3,057
38
$1.77M 0.74%
7,456
-49
39
$1.28M 0.53%
21,655
-24,727
40
$1.19M 0.49%
3,756
41
$1.18M 0.49%
10,369
-475
42
$1.16M 0.48%
127,621
-28,504
43
$827K 0.34%
51,880
44
$822K 0.34%
10,233
+1,014
45
$808K 0.34%
9,118
+1,117
46
$744K 0.31%
4,811
-179
47
$691K 0.29%
2,681
48
$689K 0.29%
104,600
-6,000
49
$654K 0.27%
2,760
-141
50
$637K 0.27%
30,600
+3,298
1
2
3 4