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
51
$1.03M 0.31%
51,880
-800
52
$863K 0.26%
2,681
-520
53
$858K 0.25%
2,901
-300
54
$845K 0.25%
9,219
-10
55
$840K 0.25%
27,302
+273
56
$815K 0.24%
8,001
-66
57
$697K 0.21%
2,156
+488
58
$673K 0.2%
1,793
-45
59
$651K 0.19%
110,600
60
$599K 0.18%
3,613
61
$596K 0.18%
2,015
+570
62
$516K 0.15%
10,769
+139
63
$515K 0.15%
7,110
64
$493K 0.15%
4,853
+2,573
65
$491K 0.15%
3,003
66
$471K 0.14%
6,666
67
$460K 0.14%
10,244
-725
68
$443K 0.13%
9,650
69
$443K 0.13%
+7,865
70
$431K 0.13%
2,983
71
$423K 0.13%
7,863
+932
72
$408K 0.12%
2,170
73
$400K 0.12%
4,913
+88
74
$393K 0.12%
2,372
+100
75
$383K 0.11%
3,274
+20
1 2
3
4