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
$697M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$1.68M
3
+$1.6M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$474K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$396K

Top Sells

1
+$10.9M
2
+$5.97M
3
+$2.21M
4
LRCX icon
Lam Research
LRCX
+$1.99M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

1 Technology 38.26%
2 Healthcare 15.58%
3 Financials 7.57%
4 Industrials 6.49%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 7.05%
398,086
-48,284
2
$36.6M 5.25%
225,896
-4,916
3
$31.9M 4.58%
299,880
-18,690
4
$30M 4.3%
150,740
-910
5
$29.3M 4.2%
124,221
-9,356
6
$26.4M 3.78%
524,019
+31,876
7
$24.7M 3.54%
117,215
+284
8
$22.1M 3.17%
49,415
+215
9
$19.3M 2.77%
56,749
+305
10
$19M 2.73%
83,343
-6,169
11
$18.5M 2.66%
44,968
-81
12
$18.1M 2.6%
197,381
+62,487
13
$17.9M 2.57%
193,294
+708
14
$17.6M 2.52%
31,797
+73
15
$16.8M 2.41%
19,735
+25
16
$16.2M 2.32%
94,982
+267
17
$14.3M 2.05%
13,965
+74
18
$12.8M 1.84%
60,534
-1,217
19
$11.5M 1.64%
62,916
+675
20
$10.9M 1.57%
102,654
+624
21
$10.5M 1.51%
23,625
+160
22
$10.5M 1.5%
42,248
+134
23
$10.3M 1.48%
68,287
+316
24
$10.3M 1.47%
151,680
+1,663
25
$10M 1.43%
42,220
+103
1
2 3 4 5