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
$537M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.08M
3
+$994K
4
CMI icon
Cummins
CMI
+$908K
5
GLD icon
SPDR Gold Trust
GLD
+$701K

Top Sells

1
+$1.33M
2
+$646K
3
+$563K
4
LRCX icon
Lam Research
LRCX
+$446K
5
SLB icon
SLB Limited
SLB
+$434K

Sector Composition

1 Technology 35.44%
2 Healthcare 22.72%
3 Financials 8.78%
4 Industrials 6.29%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.05%
2,920
102
$252K 0.05%
5,520
-4,500
103
$244K 0.05%
3,007
+376
104
$242K 0.05%
3,802
+65
105
$227K 0.04%
+3,800
106
$219K 0.04%
1,624
+162
107
$218K 0.04%
+2,231
108
$215K 0.04%
+1,775
109
$214K 0.04%
25,650
+7,000
110
$212K 0.04%
+1,833
111
$211K 0.04%
+650
112
$211K 0.04%
2,363
-901
113
$209K 0.04%
4,200
114
$208K 0.04%
+1,323
115
$207K 0.04%
+854
116
$205K 0.04%
+893
117
$204K 0.04%
4,075
118
$192K 0.04%
12,501
+901
119
$175K 0.03%
+10,968
120
$69.3K 0.01%
22,000
121
– –
-17,200
122
– –
-1,821
123
– –
-1,129
124
– –
-14,760
125
– –
-6,880
2 3 4
5
6