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
$439M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$875K
3
+$645K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$441K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$247K

Top Sells

1
+$418K
2
+$405K
3
+$405K
4
WDC icon
Western Digital
WDC
+$272K
5
NEM icon
Newmont
NEM
+$233K

Sector Composition

1 Technology 27.59%
2 Healthcare 25.92%
3 Financials 10.26%
4 Industrials 5.36%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 4.16%
161,459
+155
2
$18M 4.1%
283,951
-397
3
$16.5M 3.76%
32,500
+190
4
$16.5M 3.75%
119,065
-288
5
$16.2M 3.69%
89,462
+421
6
$15M 3.42%
189,378
+5,557
7
$13.7M 3.12%
374,580
+980
8
$13M 2.96%
93,368
+173
9
$13M 2.96%
158,515
+654
10
$11.9M 2.7%
58,519
+292
11
$11.7M 2.67%
50,234
+874
12
$11.6M 2.65%
99,033
-1,209
13
$9.84M 2.24%
136,927
+944
14
$9.81M 2.23%
62,408
+208
15
$9.68M 2.2%
192,413
+12,833
16
$9.53M 2.17%
58,320
-491
17
$9.36M 2.13%
40,892
+307
18
$9.27M 2.11%
143,694
-793
19
$8.96M 2.04%
123,893
+587
20
$8.96M 2.04%
18,972
+66
21
$8.64M 1.97%
94,375
+9,551
22
$8.45M 1.92%
118,818
-943
23
$8.02M 1.83%
44,392
+224
24
$7.91M 1.8%
44,650
+49
25
$7.27M 1.66%
239,996
-13,373
1
2 3 4 5