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
51
$1.95M 0.39%
52,413
+17,332
52
$1.89M 0.38%
+7,925
53
$1.77M 0.35%
40,596
-3,162
54
$1.77M 0.35%
25,719
+13,153
55
$1.75M 0.35%
8,895
+456
56
$1.61M 0.32%
12,214
-190
57
$1.56M 0.31%
12,067
+371
58
$1.36M 0.27%
8,985
+83
59
$1.32M 0.26%
47,850
-180
60
$1.32M 0.26%
30,054
-1,005
61
$1.24M 0.25%
5,441
-24
62
$1.15M 0.23%
35,831
+950
63
$1.14M 0.23%
23,070
-39,479
64
$1.07M 0.21%
56,935
-6,537
65
$945K 0.19%
2,309
66
$935K 0.19%
2,274
+8
67
$881K 0.18%
2,343
68
$869K 0.17%
2,255
+38
69
$868K 0.17%
11,679
+19
70
$847K 0.17%
28,179
-4,474
71
$842K 0.17%
8,318
+203
72
$732K 0.15%
3,859
+488
73
$677K 0.13%
5,881
+207
74
$650K 0.13%
1,417
75
$629K 0.13%
7,162
-3
1 2
3
4 5