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
$673M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.45M
3
+$3.87M
4
HON icon
Honeywell
HON
+$1.85M
5
RKLB icon
Rocket Lab Corp
RKLB
+$1.61M

Top Sells

1
+$5.55M
2
+$2.76M
3
+$1.15M
4
IBB icon
iShares Biotechnology ETF
IBB
+$972K
5
PLTR icon
Palantir
PLTR
+$431K

Sector Composition

1 Technology 32.64%
2 Healthcare 14.21%
3 Financials 9.64%
4 Industrials 7.44%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.04%
3,948
-565
102
$237K 0.04%
8,310
-2,000
103
$225K 0.03%
586
104
$223K 0.03%
4,698
105
$218K 0.03%
805
106
$210K 0.03%
+27,693
107
$207K 0.03%
+2,999
108
$143K 0.02%
+18,052
109
$131K 0.02%
+45,852
110
$124K 0.02%
23,500
111
$113K 0.02%
3,546
-10,981
112
– –
-2,107
113
– –
-32,497
114
– –
-11,728
1 2 3 4
5