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
$264M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.29M
3
+$802K
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$549K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$423K

Top Sells

1
+$3M
2
+$2.3M
3
+$464K
4
WT icon
WisdomTree
WT
+$351K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$339K

Sector Composition

1 Healthcare 19.61%
2 Financials 17.76%
3 Technology 17.53%
4 Industrials 5.67%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.12%
3,130
-199
77
$286K 0.11%
2,170
78
$266K 0.1%
2,406
-198
79
$264K 0.1%
2,369
80
$250K 0.09%
4,455
-30
81
$229K 0.09%
4,879
-2,044
82
$228K 0.09%
2,690
-2,892
83
$226K 0.09%
9,935
-310
84
$211K 0.08%
3,863
-685
85
$32K 0.01%
11,500
86
– –
-8,990
87
– –
-1,531
88
– –
-11,697
89
– –
-3,014
90
– –
-12,073
1 2 3
4