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
$685M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$5.94M
3
+$4.96M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.91M

Top Sells

1
+$8.17M
2
+$5.95M
3
+$4.8M
4
AMAT icon
Applied Materials
AMAT
+$3.39M
5
IQV icon
IQVIA
IQV
+$3.03M

Sector Composition

1 Technology 36.4%
2 Healthcare 18.33%
3 Financials 8.07%
4 Industrials 6.87%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.04%
1,202
102
$306K 0.04%
8,550
+1,150
103
$304K 0.04%
5,000
-1,000
104
$301K 0.04%
4,250
105
$296K 0.04%
586
106
$292K 0.04%
39,950
+3,700
107
$273K 0.04%
2,364
-52
108
$268K 0.04%
4,744
-4,709
109
$266K 0.04%
2,150
110
$265K 0.04%
4,200
111
$247K 0.04%
36,928
112
$235K 0.03%
1,545
-230
113
$214K 0.03%
1,045
-10
114
$207K 0.03%
+6,250
115
$203K 0.03%
+821
116
$41.8K 0.01%
18,500
117
– –
-5,134
118
– –
-5,417
119
– –
-35,484
120
– –
-4,075
121
– –
-24
122
– –
-3,910
1 2 3 4
5