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MIG

McGuire Investment Group Portfolio holdings

AUM $885M
1-Year Est. Return 47.78%
This Fund
S&P 500
This Quarter Est. Return
+0.68%
1 Year Est. Return
+47.78%
3 Year Est. Return
+115.44%
5 Year Est. Return
+143.78%
10 Year Est. Return
–
AUM
$885M
AUM Growth
-$50.4M
Cap. Flow
-$39.6M
Cap. Flow %
-4.48%
Top 10 Hldgs %
42.1%
Holding
123
New
2
Increased
46
Reduced
47
Closed
2

Top Buys

1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.47M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.87M
3
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.14M
4
QNC
Quantum eMotion
QNC
+$346K
5
GD icon
General Dynamics
GD
+$282K

Top Sells

1
LRCX icon
Lam Research
LRCX
+$15.2M
2
DHR icon
Danaher
DHR
+$3.25M
3
AMAT icon
Applied Materials
AMAT
+$3.22M
4
NVDA icon
NVIDIA
NVDA
+$3.15M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.87M

Sector Composition

1 Technology 36.85%
2 Healthcare 10.41%
3 Industrials 9.27%
4 Financials 8.51%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
76
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$835K 0.09%
1,354
– –
PSCT icon
77
Invesco S&P SmallCap Information Technology ETF
PSCT
$518M
$820K 0.09%
13,642
+893
+7% +$54.5K
IWM icon
78
iShares Russell 2000 ETF
IWM
$82.7B
$790K 0.09%
3,185
– –
VFH icon
79
Vanguard Financials ETF
VFH
$13.4B
$735K 0.08%
6,088
+44
+0.7% +$5.61K
VHT icon
80
Vanguard Health Care ETF
VHT
$17.8B
$728K 0.08%
2,673
+21
+0.8% +$6K
XLP icon
81
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$700K 0.08%
8,536
+48
+0.6% +$4.04K
VB icon
82
Vanguard Small-Cap ETF
VB
$80B
$700K 0.08%
2,671
+15
+0.6% +$4.06K
PSCH icon
83
Invesco S&P SmallCap Health Care ETF
PSCH
$163M
$620K 0.07%
15,070
+558
+4% +$24K
APLD icon
84
Applied Digital
APLD
$8.3B
$615K 0.07%
25,900
+3,163
+14% +$99K
GOOG icon
85
Alphabet (Google) Class C
GOOG
$4.52T
$592K 0.07%
2,065
-60
-3% -$18.9K
TSLA icon
86
Tesla
TSLA
$1.48T
$578K 0.07%
1,554
– –
SOFI icon
87
SoFi Technologies
SOFI
$22.9B
$574K 0.06%
36,118
+168
+0.5% +$3.54K
KLAC icon
88
KLA
KLAC
$293B
$560K 0.06%
3,800
– –
V icon
89
Visa
V
$675B
$559K 0.06%
1,850
– –
SPSM icon
90
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$549K 0.06%
11,357
– –
VBK icon
91
Vanguard Small-Cap Growth ETF
VBK
$23.8B
$545K 0.06%
1,804
+12
+0.7% +$3.77K
IWO icon
92
iShares Russell 2000 Growth ETF
IWO
$15B
$543K 0.06%
1,730
+18
+1% +$5.99K
ARKG icon
93
ARK Genomic Revolution ETF
ARKG
$1.67B
$541K 0.06%
20,491
+193
+1% +$5.65K
DIA icon
94
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$535K 0.06%
1,154
+84
+8% +$40.7K
META icon
95
Meta Platforms (Facebook)
META
$1.73T
$481K 0.05%
840
-8
-0.9% -$5.13K
SBIO icon
96
ALPS Medical Breakthroughs ETF
SBIO
$206M
$460K 0.05%
8,798
– –
PSI icon
97
Invesco Semiconductors ETF
PSI
$2.59B
$443K 0.05%
4,698
– –
VRT icon
98
Vertiv
VRT
$117B
$423K 0.05%
1,688
– –
ITOT icon
99
iShares Core S&P Total US Stock Market ETF
ITOT
$95.1B
$410K 0.05%
2,879
+316
+12% +$47K
PG icon
100
Procter & Gamble
PG
$345B
$388K 0.04%
2,687
– –
1 2 3
4
5

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