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
$685M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$5.94M
3
+$4.96M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.91M

Top Sells

1
+$8.17M
2
+$5.95M
3
+$4.8M
4
AMAT icon
Applied Materials
AMAT
+$3.39M
5
IQV icon
IQVIA
IQV
+$3.03M

Sector Composition

1 Technology 36.4%
2 Healthcare 18.33%
3 Financials 8.07%
4 Industrials 6.87%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.7M 6.09%
230,812
-26,576
2
$40.3M 5.89%
446,370
-65,820
3
$31M 4.52%
318,570
-28,140
4
$27.5M 4.02%
133,577
-16,428
5
$25.7M 3.75%
151,650
-197
6
$24.7M 3.62%
492,143
+195,030
7
$20.7M 3.02%
49,200
-3,371
8
$20.2M 2.95%
56,444
+292
9
$20.1M 2.93%
116,931
+618
10
$18.4M 2.69%
31,724
-30
11
$18.3M 2.67%
192,586
+3,110
12
$18.2M 2.66%
45,049
+239
13
$17.7M 2.59%
89,512
+454
14
$17.4M 2.54%
94,715
+691
15
$15.6M 2.28%
61,751
-11,985
16
$14.4M 2.11%
19,710
+198
17
$13.5M 1.97%
13,891
-47
18
$12.4M 1.81%
134,894
-88,950
19
$11.3M 1.65%
42,117
-169
20
$11.3M 1.65%
102,030
+44,398
21
$10.9M 1.59%
139,952
+791
22
$10.6M 1.55%
67,971
+11,589
23
$9.77M 1.43%
42,114
+58
24
$9.7M 1.42%
134,156
+2,576
25
$9.39M 1.37%
62,241
+217
1
2 3 4 5