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
$599M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.88M
3
+$1.17M
4
VLTO icon
Veralto
VLTO
+$818K
5
IBB icon
iShares Biotechnology ETF
IBB
+$452K

Top Sells

1
+$3.58M
2
+$1.51M
3
+$699K
4
PYPL icon
PayPal
PYPL
+$619K
5
NTLA icon
Intellia Therapeutics
NTLA
+$472K

Sector Composition

1 Technology 35.82%
2 Healthcare 19.36%
3 Financials 9.22%
4 Industrials 7.47%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.04%
+3,090
102
$259K 0.04%
5,134
-2,851
103
$256K 0.04%
4,250
+450
104
$254K 0.04%
2,416
+224
105
$253K 0.04%
2,150
106
$250K 0.04%
1,775
107
$244K 0.04%
4,200
108
$244K 0.04%
689
109
$244K 0.04%
+7,400
110
$240K 0.04%
36,928
-9,950
111
$215K 0.04%
12,501
112
$204K 0.03%
+4,075
113
$200K 0.03%
+1,055
114
$49.8K 0.01%
18,500
-3,500
115
$2.55K ﹤0.01%
+24
116
– –
-1,624
117
– –
-3,790
118
– –
-2,871
119
– –
-6,997
120
– –
-11,584
121
– –
-10,968
122
– –
-5,200
1 2 3 4
5