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
$607M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.59M
3
+$4.56M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.56M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.83M

Top Sells

1
+$2.06M
2
+$1.18M
3
+$1.1M
4
XLNX
Xilinx Inc
XLNX
+$946K
5
BMY icon
Bristol-Myers Squibb
BMY
+$928K

Sector Composition

1 Technology 29.01%
2 Healthcare 25.8%
3 Financials 9.43%
4 Industrials 3.63%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.8M 6.21%
178,056
-4,462
2
$30.9M 5.08%
168,814
-6,029
3
$27.1M 4.47%
377,370
+4,010
4
$25.1M 4.14%
89,133
-1,425
5
$24.8M 4.08%
157,512
-1,640
6
$23.4M 3.85%
131,625
-1,221
7
$21.6M 3.56%
32,396
-65
8
$19.9M 3.27%
177,681
+16,304
9
$16.7M 2.75%
49,610
-1,206
10
$16.3M 2.68%
92,761
-1,317
11
$15.8M 2.6%
123,364
-683
12
$15.6M 2.58%
58,492
-1,161
13
$14.6M 2.41%
498,000
-8,240
14
$14.4M 2.36%
110,152
-2,135
15
$13.3M 2.19%
61,087
-1,222
16
$12M 1.98%
70,235
-1,220
17
$11.8M 1.94%
40,478
-675
18
$11.5M 1.89%
136,562
-2,853
19
$11.3M 1.85%
49,285
-608
20
$11.2M 1.84%
145,959
-4,250
21
$10.9M 1.79%
44,147
+1,978
22
$10.8M 1.78%
19,049
-241
23
$10.2M 1.68%
41,976
-1,257
24
$10.2M 1.68%
11,143
-444
25
$9.27M 1.53%
60,719
-5,630
1
2 3 4 5