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
51
$2.76M 0.4%
32,497
+6
52
$2.75M 0.4%
40,665
-8,349
53
$2.42M 0.35%
6,009
-10
54
$2.23M 0.32%
16,232
+259
55
$2.09M 0.3%
9,920
56
$1.74M 0.25%
7,481
-60
57
$1.68M 0.24%
34,731
+699
58
$1.64M 0.24%
43,769
59
$1.54M 0.22%
2,615
-10
60
$1.53M 0.22%
2,464
+93
61
$1.5M 0.22%
11,385
+244
62
$1.26M 0.18%
2,343
63
$1.24M 0.18%
2,121
64
$1.18M 0.17%
4,198
-45
65
$1.09M 0.16%
7,502
-1,668
66
$907K 0.13%
3,747
-77
67
$781K 0.11%
1,371
68
$779K 0.11%
17,592
-8,854
69
$704K 0.1%
3,185
70
$649K 0.09%
5,499
+321
71
$642K 0.09%
+1,590
72
$628K 0.09%
13,163
-631
73
$618K 0.09%
2,435
+142
74
$614K 0.09%
7,805
+459
75
$611K 0.09%
7,154
-4,323
1 2
3
4 5