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
$337M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.7M
3
+$2.2M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.03M
5
XLNX
Xilinx Inc
XLNX
+$513K

Top Sells

1
+$3.44M
2
+$2.08M
3
+$1.23M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.09M
5
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$1.04M

Sector Composition

1 Technology 22.4%
2 Healthcare 21.32%
3 Financials 13.81%
4 Industrials 5.26%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 5.02%
172,939
+5,247
2
$14.9M 4.41%
168,333
+668
3
$14.1M 4.19%
91,237
+3,164
4
$13.6M 4.04%
113,439
+185
5
$12.9M 3.82%
175,104
-2,732
6
$12.4M 3.68%
59,088
+307
7
$12.1M 3.6%
132,587
+69,674
8
$11.2M 3.32%
382,250
-8,170
9
$10.8M 3.19%
90,498
+1,555
10
$10.6M 3.16%
52,948
-60
11
$10.6M 3.14%
32,501
+436
12
$9.28M 2.76%
152,091
+988
13
$9.17M 2.72%
96,439
+1,660
14
$8.06M 2.39%
321,617
+87,876
15
$8M 2.38%
260,463
+33,599
16
$8M 2.38%
50,740
+3
17
$7.28M 2.16%
153,073
-121
18
$6.94M 2.06%
38,634
+307
19
$6.89M 2.05%
135,227
-21,310
20
$6.51M 1.93%
22,135
-260
21
$6.3M 1.87%
26,125
+102
22
$5.99M 1.78%
100,103
-2,102
23
$5.96M 1.77%
43,822
-834
24
$5.62M 1.67%
11,186
+339
25
$4.81M 1.43%
70,234
-21
1
2 3 4