MIG

McGuire Investment Group Portfolio holdings

AUM $883M
1-Year Est. Return 32.92%
This Quarter Est. Return
1 Year Est. Return
+32.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.62M
3
+$1.25M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$943K
5
XYZ
Block Inc
XYZ
+$903K

Top Sells

1
+$1.95M
2
+$909K
3
+$888K
4
FINX icon
Global X FinTech ETF
FINX
+$668K
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$649K

Sector Composition

1 Technology 33.54%
2 Healthcare 23.99%
3 Financials 9.6%
4 Industrials 6.21%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.03M 1.6%
122,203
-1,892
27
$7.84M 1.56%
113,060
-5,396
28
$7.18M 1.43%
81,827
-2,044
29
$7.18M 1.43%
10,737
-7
30
$7.15M 1.42%
136,581
-1,378
31
$6.62M 1.32%
53,831
-1,020
32
$6M 1.19%
23,479
-1,898
33
$5.89M 1.17%
56,806
-2,232
34
$5.21M 1.04%
27,277
-787
35
$4.76M 0.95%
49,268
+12,978
36
$4.52M 0.9%
59,573
+7,655
37
$4.4M 0.88%
28,399
-359
38
$4.39M 0.87%
89,370
-1,656
39
$3.97M 0.79%
16,428
-749
40
$3.39M 0.67%
36,967
-1,013
41
$3.36M 0.67%
10,470
+23
42
$3.24M 0.64%
6,849
-304
43
$2.98M 0.59%
13,007
+1,945
44
$2.87M 0.57%
29,344
-345
45
$2.76M 0.55%
48,532
-912
46
$2.62M 0.52%
25,362
-862
47
$2.54M 0.51%
30,363
+762
48
$2.39M 0.48%
52,897
+17,048
49
$2.32M 0.46%
48,579
-1,028
50
$1.99M 0.4%
6,308
-156
1
2
3 4 5