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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$15.6M
3
+$6.85M
4
PLTR icon
Palantir
PLTR
+$4.41M
5
MSFT icon
Microsoft
MSFT
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.87%
2 Financials 8.47%
3 Energy 7.83%
4 Consumer Discretionary 5.79%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENVA icon
51
Enova International
ENVA
$3.92B
$471K 0.3%
+2,998
GLD icon
52
SPDR Gold Trust
GLD
$150B
$455K 0.29%
+1,147
MSTY icon
53
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.23B
$446K 0.28%
+15,077
IBM icon
54
IBM
IBM
$239B
$441K 0.28%
+1,489
BITX icon
55
2x Bitcoin Strategy ETF
BITX
$1.12B
$439K 0.28%
+15,842
HLI icon
56
Houlihan Lokey
HLI
$10.5B
$406K 0.26%
+2,330
GBTC icon
57
Grayscale Bitcoin Trust
GBTC
$11.4B
$403K 0.26%
+5,891
PTCT icon
58
PTC Therapeutics
PTCT
$5.71B
$397K 0.25%
+5,226
ITA icon
59
iShares US Aerospace & Defense ETF
ITA
$13.8B
$387K 0.25%
+1,803
OMF icon
60
OneMain Financial
OMF
$6.18B
$376K 0.24%
+5,573
XLE icon
61
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
$369K 0.23%
+8,254
CCL icon
62
Carnival Corporation Ltd
CCL
$36B
$354K 0.23%
+11,591
CVX icon
63
Chevron
CVX
$381B
$346K 0.22%
+2,269
GNW icon
64
Genworth Financial
GNW
$3.47B
$320K 0.2%
+35,456
VYM icon
65
Vanguard High Dividend Yield ETF
VYM
$78.2B
$315K 0.2%
+2,196
XLI icon
66
State Street Industrial Select Sector SPDR ETF
XLI
$29.8B
$308K 0.2%
+1,987
VISN
67
Vistance Networks Inc
VISN
$2.77B
$304K 0.19%
+16,770
T icon
68
AT&T
T
$176B
$303K 0.19%
+12,182
ABT icon
69
Abbott
ABT
$152B
$299K 0.19%
+2,388
BTSG icon
70
BrightSpring Health Services
BTSG
$11.3B
$288K 0.18%
+7,689
SPYI icon
71
NEOS S&P 500 High Income ETF
SPYI
$9.69B
$268K 0.17%
+5,103
GE icon
72
GE Aerospace
GE
$316B
$267K 0.17%
+868
MSTR icon
73
Strategy Inc
MSTR
$56.1B
$265K 0.17%
+1,746
MRK icon
74
Merck
MRK
$302B
$259K 0.16%
+2,456
MO icon
75
Altria Group
MO
$123B
$253K 0.16%
+4,381
1 2
3
4 5