MCA

McGuire Capital Advisors Portfolio holdings

AUM $157M
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
LOW icon
176
Lowe's Companies
LOW
$156B
$62.5K 0.04%
+259
ISRG icon
177
Intuitive Surgical
ISRG
$175B
$62.3K 0.04%
+110
VCTR icon
178
Victory Capital Holdings
VCTR
$4.89B
$61.8K 0.04%
+979
VUG icon
179
Vanguard Growth ETF
VUG
$196B
$57.1K 0.04%
+117
QQMG icon
180
Invesco ESG NASDAQ 100 ETF
QQMG
$179M
$56.7K 0.04%
+1,337
BUFZ icon
181
FT Vest Laddered Moderate Buffer ETF
BUFZ
$835M
$56.2K 0.04%
+2,117
XHR
182
Xenia Hotels & Resorts
XHR
$1.49B
$55.2K 0.04%
+3,906
GOVT icon
183
iShares US Treasury Bond ETF
GOVT
$36.1B
$53.7K 0.03%
+2,334
EXE
184
Expand Energy Corp
EXE
$24.6B
$53.4K 0.03%
+484
BIV icon
185
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$53.3K 0.03%
+685
UBER icon
186
Uber
UBER
$147B
$52.7K 0.03%
+645
TRGP icon
187
Targa Resources
TRGP
$49.7B
$52.2K 0.03%
+283
DE icon
188
Deere & Co
DE
$175B
$52.1K 0.03%
+112
BND icon
189
Vanguard Total Bond Market
BND
$151B
$50.9K 0.03%
+687
HURN icon
190
Huron Consulting
HURN
$2.18B
$50.5K 0.03%
+292
GAP
191
The Gap Inc
GAP
$10.1B
$49.8K 0.03%
+1,947
SCHG icon
192
Schwab US Large-Cap Growth ETF
SCHG
$50.5B
$49.5K 0.03%
+1,516
FSTA icon
193
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.51B
$48.9K 0.03%
+995
WFC icon
194
Wells Fargo
WFC
$262B
$48.9K 0.03%
+525
ATAT icon
195
Atour Lifestyle Holdings
ATAT
$5.51B
$48.8K 0.03%
+1,239
IXUS icon
196
iShares Core MSCI Total International Stock ETF
IXUS
$57.3B
$48.8K 0.03%
+576
URI icon
197
United Rentals
URI
$56.5B
$48.6K 0.03%
+60
HSY icon
198
Hershey
HSY
$46.7B
$47.3K 0.03%
+260
ORCL icon
199
Oracle
ORCL
$420B
$47K 0.03%
+241
ORI icon
200
Old Republic International
ORI
$10.4B
$45.6K 0.03%
+1,000