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
$264M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.29M
3
+$802K
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$549K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$423K

Top Sells

1
+$3M
2
+$2.3M
3
+$464K
4
WT icon
WisdomTree
WT
+$351K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$339K

Sector Composition

1 Healthcare 19.61%
2 Financials 17.76%
3 Technology 17.53%
4 Industrials 5.67%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 5.51%
171,206
+582
2
$12.6M 4.75%
66,776
+269
3
$11M 4.15%
112,124
+692
4
$10.9M 4.14%
217,217
-6,733
5
$10.3M 3.9%
65,724
+271
6
$9.86M 3.73%
173,255
+3,469
7
$9.68M 3.66%
83,364
+473
8
$8.62M 3.26%
218,548
+1,144
9
$8.55M 3.23%
119,186
+2,084
10
$7.39M 2.8%
86,164
+1,300
11
$7.07M 2.67%
171,452
+1,064
12
$7.07M 2.67%
31,578
+269
13
$6.85M 2.59%
165,036
+1,057
14
$6.27M 2.37%
111,854
+14,310
15
$5.7M 2.16%
121,510
+1,073
16
$5.13M 1.94%
31,766
+1,066
17
$5.1M 1.93%
50,191
+312
18
$5M 1.89%
24,535
+89
19
$4.96M 1.88%
151,577
+12,847
20
$4.96M 1.88%
25,487
+83
21
$4.66M 1.76%
147,906
-11
22
$4.46M 1.69%
48,760
-2,910
23
$4.07M 1.54%
41,773
-2,705
24
$4.01M 1.52%
31,640
+164
25
$3.98M 1.5%
100,332
-133
1
2 3 4