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
$673M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.45M
3
+$3.87M
4
HON icon
Honeywell
HON
+$1.85M
5
RKLB icon
Rocket Lab Corp
RKLB
+$1.61M

Top Sells

1
+$5.55M
2
+$2.76M
3
+$1.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$972K
5
PLTR icon
Palantir
PLTR
+$431K

Sector Composition

1 Technology 32.64%
2 Healthcare 14.21%
3 Financials 9.64%
4 Industrials 7.44%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.64M 1.43%
118,920
-68,388
27
$9.6M 1.43%
62,109
+82
28
$9.48M 1.41%
14,314
+151
29
$9.35M 1.39%
80,120
+103
30
$9.32M 1.39%
52,892
-6,521
31
$8.43M 1.25%
50,822
-533
32
$8.32M 1.24%
41,434
+437
33
$7.76M 1.15%
36,648
+8,752
34
$7.64M 1.14%
59,752
-7,600
35
$7.62M 1.13%
23,097
+137
36
$7.61M 1.13%
325,541
+28,248
37
$7.47M 1.11%
36,460
+771
38
$6.38M 0.95%
145,399
+12,577
39
$6.32M 0.94%
105,654
+9,185
40
$5.69M 0.85%
18,164
-17
41
$5.18M 0.77%
30,477
+371
42
$5.07M 0.75%
10,812
+79
43
$4.95M 0.74%
17,188
+13,441
44
$4.57M 0.68%
34,505
+1,429
45
$4.42M 0.66%
31,546
-944
46
$4.23M 0.63%
13,586
-586
47
$4.12M 0.61%
9,227
+112
48
$4.08M 0.61%
15,807
-64
49
$3.65M 0.54%
39,076
+1,469
50
$3.33M 0.49%
46,335
+212
1
2
3 4 5