MIG

McGuire Investment Group Portfolio holdings

AUM $783M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$642K
3
+$316K
4
RKLB icon
Rocket Lab Corp
RKLB
+$310K
5
IONQ icon
IonQ
IONQ
+$272K

Top Sells

1
+$2.84M
2
+$2.72M
3
+$1.47M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.06M
5
IYT icon
iShares US Transportation ETF
IYT
+$564K

Sector Composition

1 Technology 34.69%
2 Healthcare 14.18%
3 Financials 8.88%
4 Industrials 7.05%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.56%
42,656
+125
27
$10.2M 1.47%
40,997
-519
28
$10.1M 1.45%
80,017
-155
29
$9.94M 1.44%
42,816
+86
30
$9.82M 1.42%
14,163
+290
31
$9.81M 1.42%
132,593
-55
32
$8.9M 1.29%
67,352
-3
33
$8.33M 1.2%
22,960
+128
34
$8.19M 1.18%
35,689
-111
35
$7.43M 1.07%
51,355
-131
36
$6.93M 1%
297,293
+1,580
37
$6.34M 0.92%
18,181
+95
38
$6.3M 0.91%
27,896
+418
39
$5.77M 0.83%
96,469
+512
40
$5.7M 0.82%
132,822
+976
41
$5.49M 0.79%
10,733
+87
42
$5M 0.72%
30,106
-8
43
$4.68M 0.68%
32,490
-74
44
$4.54M 0.65%
15,871
-65
45
$4.43M 0.64%
9,115
+42
46
$3.83M 0.55%
33,076
-6
47
$3.69M 0.53%
14,172
-13
48
$3.44M 0.5%
46,123
+380
49
$3.25M 0.47%
13,414
+234
50
$3.22M 0.47%
37,607
+328
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2
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