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
101
$233K 0.05%
1,462
+32
102
$232K 0.05%
2,665
103
$231K 0.05%
500
104
$230K 0.05%
4,200
105
$226K 0.04%
+586
106
$218K 0.04%
+4,075
107
$216K 0.04%
+3,360
108
$209K 0.04%
+6,000
109
$206K 0.04%
6,780
-16,009
110
$205K 0.04%
2,631
+130
111
$204K 0.04%
4,054
-9,666
112
$113K 0.02%
18,650
113
$107K 0.02%
14,760
-1,951
114
$98K 0.02%
11,600
-115
115
$81K 0.02%
17,200
-5,662
116
$60.1K 0.01%
22,000
117
– –
-45,470
118
– –
-1,156
119
– –
-5,195
120
– –
-1,235
121
– –
-10,769
1 2 3 4
5