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
$439M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$875K
3
+$645K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$441K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$247K

Top Sells

1
+$418K
2
+$405K
3
+$405K
4
WDC icon
Western Digital
WDC
+$272K
5
NEM icon
Newmont
NEM
+$233K

Sector Composition

1 Technology 27.59%
2 Healthcare 25.92%
3 Financials 10.26%
4 Industrials 5.36%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.05%
500
102
$230K 0.05%
5,195
103
$225K 0.05%
18,412
-1,146
104
$208K 0.05%
2,920
105
$204K 0.05%
+3,062
106
$202K 0.05%
+903
107
$200K 0.05%
+1,273
108
$165K 0.04%
10,769
-485
109
$117K 0.03%
20,151
+2,000
110
$96K 0.02%
11,830
111
$86K 0.02%
22,862
112
$86K 0.02%
17,522
-2,160
113
$15K ﹤0.01%
16,967
114
– –
-1,556
115
– –
-1,507
116
– –
-586
117
– –
-2,665
118
– –
-1,383
119
– –
-3,904
120
– –
-15,982
121
– –
-13,500
1 2 3 4
5