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

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
CR icon
126
Crane Co
CR
$10.4B
$106K 0.07%
617
LAUR icon
127
Laureate Education
LAUR
$4.64B
$103K 0.07%
2,969
MRVL icon
128
Marvell Technology
MRVL
$172B
$103K 0.07%
1,036
-80
EPRT icon
129
Essential Properties Realty Trust
EPRT
$6.77B
$102K 0.07%
3,345
KB icon
130
KB Financial Group
KB
$37.2B
$98.7K 0.06%
990
RTX icon
131
RTX Corp
RTX
$238B
$98.6K 0.06%
511
+37
PFE icon
132
Pfizer
PFE
$148B
$98.5K 0.06%
3,508
+945
SCHX icon
133
Schwab US Large- Cap ETF
SCHX
$71.4B
$97K 0.06%
3,785
-457
FALN icon
134
iShares Fallen Angels USD Bond ETF
FALN
$1.79B
$96.8K 0.06%
3,623
-101
HAL icon
135
Halliburton
HAL
$34.6B
$95.9K 0.06%
2,459
-46
PG icon
136
Procter & Gamble
PG
$336B
$95.8K 0.06%
663
-239
NKE icon
137
Nike
NKE
$66.2B
$95.1K 0.06%
1,800
-1,678
PARR icon
138
Par Pacific Holdings
PARR
$2.95B
$94.6K 0.06%
+1,510
TGT icon
139
Target
TGT
$57B
$91K 0.06%
751
+61
NRG icon
140
NRG Energy
NRG
$29B
$90.8K 0.06%
621
PRDO icon
141
Perdoceo Education
PRDO
$2.13B
$87.9K 0.06%
2,362
COF icon
142
Capital One
COF
$117B
$87.7K 0.06%
481
-52
EXEL icon
143
Exelixis
EXEL
$12.6B
$85.8K 0.05%
2,001
+1,479
GTY
144
Getty Realty Corp
GTY
$2.01B
$85.1K 0.05%
+2,676
VTI icon
145
Vanguard Total Stock Market ETF
VTI
$646B
$84.1K 0.05%
262
WRB icon
146
W.R. Berkley
WRB
$25.1B
$83.3K 0.05%
1,256
AMRX icon
147
Amneal Pharmaceuticals
AMRX
$3.96B
$82.3K 0.05%
6,620
BTC
148
Grayscale Bitcoin Mini Trust ETF
BTC
$4.02B
$81K 0.05%
2,700
-873
SYM icon
149
Symbotic
SYM
$6.87B
$80.6K 0.05%
1,515
+1,399
ED icon
150
Consolidated Edison
ED
$40B
$76.7K 0.05%
678
+4