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
101
$272K 0.04%
+6,500
102
$269K 0.04%
2,150
103
$261K 0.04%
586
104
$239K 0.03%
380
+105
105
$234K 0.03%
3,946
106
$233K 0.03%
805
-16
107
$211K 0.03%
+2,107
108
$159K 0.02%
+23,500
109
$145K 0.02%
11,728
-21,106
110
– –
-20,433
111
– –
-57,822
112
– –
-2,048
113
– –
-1,202
114
– –
-35,429
115
– –
-2,600
116
– –
-792
117
– –
-71,301
118
– –
-2,213
119
– –
-1,055
1 2 3 4
5