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
51
$1.53M 0.49%
27,353
+212
52
$1.42M 0.45%
7,763
-225
53
$941K 0.3%
3,211
54
$935K 0.3%
52,680
55
$899K 0.28%
3,341
56
$883K 0.28%
3,776
-216
57
$809K 0.26%
29,330
-1,231
58
$754K 0.24%
8,134
+187
59
$688K 0.22%
8,819
+321
60
$660K 0.21%
1,861
61
$619K 0.2%
13,656
-7
62
$587K 0.19%
1,990
+36
63
$582K 0.18%
10,630
+92
64
$562K 0.18%
3,613
65
$481K 0.15%
7,110
66
$471K 0.15%
10,969
-285
67
$451K 0.14%
3,003
-64
68
$439K 0.14%
107,000
+1,200
69
$417K 0.13%
2,983
70
$417K 0.13%
10,482
-226
71
$377K 0.12%
7,336
+471
72
$377K 0.12%
2,170
73
$374K 0.12%
3,496
-100
74
$347K 0.11%
4,481
+1,277
75
$340K 0.11%
6,172
+1,144
1 2
3
4