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
$697M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$1.68M
3
+$1.6M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$474K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$396K

Top Sells

1
+$10.9M
2
+$5.97M
3
+$2.21M
4
LRCX icon
Lam Research
LRCX
+$1.99M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

1 Technology 38.26%
2 Healthcare 15.58%
3 Financials 7.57%
4 Industrials 6.49%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.04%
8,550
102
$283K 0.04%
1,545
103
$265K 0.04%
2,150
104
$265K 0.04%
1,202
105
$264K 0.04%
39,950
106
$263K 0.04%
36,825
-103
107
$253K 0.04%
4,200
108
$240K 0.03%
4,269
-475
109
$229K 0.03%
3,873
-2
110
$217K 0.03%
821
111
$206K 0.03%
+250
112
$202K 0.03%
1,049
+4
113
$82.7K 0.01%
18,500
114
– –
-6,250
115
– –
-139,952
116
– –
-59,957
117
– –
-10,929
1 2 3 4
5