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
76
$605K 0.09%
2,516
-1,760
77
$585K 0.08%
1,850
78
$564K 0.08%
14,527
+485
79
$554K 0.08%
35,950
80
$510K 0.07%
11,357
81
$502K 0.07%
1,900
+83
82
$459K 0.07%
1,638
+97
83
$456K 0.07%
4,125
-125
84
$450K 0.07%
2,687
85
$448K 0.06%
1,555
+84
86
$439K 0.06%
10,475
+1,400
87
$422K 0.06%
721
88
$406K 0.06%
4,513
-120
89
$399K 0.06%
2,095
-30
90
$371K 0.05%
3,641
-898
91
$341K 0.05%
10,310
+2,260
92
$340K 0.05%
2,643
+65
93
$333K 0.05%
4,776
94
$327K 0.05%
3,883
+227
95
$325K 0.05%
4,200
96
$322K 0.05%
2,554
-8
97
$316K 0.05%
+9,166
98
$310K 0.04%
+12,188
99
$274K 0.04%
11,620
-5,946
100
$272K 0.04%
4,698
-169
1 2 3
4
5