MCA

McGuire Capital Advisors Portfolio holdings

AUM $156M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.32M
3
+$3.31M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.34M
5
TSLY icon
YieldMax TSLA Option Income Strategy ETF
TSLY
+$2.2M

Top Sells

1
+$13.4M
2
+$1.1M
3
+$898K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K
5
PLTY
YieldMax PLTR Option Income Strategy ETF
PLTY
+$531K

Sector Composition

1 Technology 34.81%
2 Energy 9.7%
3 Financials 7.72%
4 Consumer Discretionary 7.61%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PATH icon
676
UiPath
PATH
$5.88B
$1.43K ﹤0.01%
129
-39
FNDA icon
677
Schwab Fundamental US Small Company Index ETF
FNDA
$8.96B
$1.43K ﹤0.01%
44
HALO icon
678
Halozyme
HALO
$8.18B
$1.42K ﹤0.01%
22
IYR icon
679
iShares US Real Estate ETF
IYR
$4.66B
$1.42K ﹤0.01%
15
RGR icon
680
Sturm, Ruger & Co
RGR
$638M
$1.4K ﹤0.01%
35
MOS icon
681
The Mosaic Company
MOS
$7.22B
$1.4K ﹤0.01%
55
-670
LII icon
682
Lennox International
LII
$17.5B
$1.39K ﹤0.01%
3
ABTC
683
American Bitcoin Corp
ABTC
$1.14B
$1.38K ﹤0.01%
1,488
CONY icon
684
YieldMax COIN Option Income Strategy ETF
CONY
$412M
$1.37K ﹤0.01%
52
ICVT icon
685
iShares Convertible Bond ETF
ICVT
$6.99B
$1.32K ﹤0.01%
13
-12
TECK icon
686
Teck Resources
TECK
$31.9B
$1.29K ﹤0.01%
25
-19
MTD icon
687
Mettler-Toledo International
MTD
$22.3B
$1.26K ﹤0.01%
1
MNST icon
688
Monster Beverage
MNST
$85.4B
$1.23K ﹤0.01%
17
SNOW icon
689
Snowflake
SNOW
$62B
$1.21K ﹤0.01%
8
-44
KEY icon
690
KeyCorp
KEY
$23.5B
$1.2K ﹤0.01%
60
KD icon
691
Kyndryl
KD
$2.73B
$1.19K ﹤0.01%
91
-61
OLN icon
692
Olin
OLN
$2.98B
$1.19K ﹤0.01%
+40
PGR icon
693
Progressive
PGR
$115B
$1.19K ﹤0.01%
6
AZN icon
694
AstraZeneca
AZN
$291B
$1.18K ﹤0.01%
6
-66
EIX icon
695
Edison International
EIX
$27.4B
$1.17K ﹤0.01%
16
-13
USMC icon
696
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.46B
$1.16K ﹤0.01%
18
HII icon
697
Huntington Ingalls Industries
HII
$12.6B
$1.14K ﹤0.01%
3
LNG icon
698
Cheniere Energy
LNG
$49.3B
$1.14K ﹤0.01%
+4
BBCA icon
699
JPMorgan BetaBuilders Canada ETF
BBCA
$10.5B
$1.13K ﹤0.01%
12
-3
IJR icon
700
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.12K ﹤0.01%
9
26 27
28
29 30