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
$697M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$1.68M
3
+$1.6M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$474K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$396K

Top Sells

1
+$10.9M
2
+$5.97M
3
+$2.21M
4
LRCX icon
Lam Research
LRCX
+$1.99M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

1 Technology 38.26%
2 Healthcare 15.58%
3 Financials 7.57%
4 Industrials 6.49%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 1.43%
51,723
+8,717
27
$9.9M 1.42%
134,323
+167
28
$9.3M 1.33%
67,721
+232
29
$8.76M 1.26%
35,043
+81
30
$8.6M 1.23%
10,923
+13
31
$8.43M 1.21%
42,884
+241
32
$7.94M 1.14%
81,695
+35
33
$7.64M 1.09%
22,922
+447
34
$7.53M 1.08%
51,513
-3,524
35
$6.42M 0.92%
276,288
+20,429
36
$5.97M 0.86%
27,953
+109
37
$5.34M 0.77%
89,619
+6,641
38
$5.32M 0.76%
123,483
+9,133
39
$5.07M 0.73%
10,589
-17
40
$5.02M 0.72%
18,125
+287
41
$4.72M 0.68%
30,647
-126
42
$4.47M 0.64%
14,306
-22
43
$4.47M 0.64%
16,232
+75
44
$4.27M 0.61%
9,131
+48
45
$3.81M 0.55%
32,574
-587
46
$3.39M 0.49%
37,228
+282
47
$3.37M 0.48%
12,941
+108
48
$3.23M 0.46%
32,210
+549
49
$3.23M 0.46%
35,336
+208
50
$3.2M 0.46%
48,857
+89
1
2
3 4 5