MIG
McGuire Investment Group Portfolio holdings
AUM
$783M
1-Year Return
18%
This Quarter Return
-4.13%
1 Year Return
+18%
3 Year Return
+102.89%
5 Year Return
+182.66%
10 Year Return
–
AUM
$673M
AUM Growth
-$19.7M
(-2.8%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
38.71%
Holding
114
New
5
Increased
56
Reduced
30
Closed
3
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.46M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$5.45M |
| 3 |
SPDR Gold Trust
GLD
|
$3.87M |
| 4 |
Honeywell
HON
|
$1.85M |
| 5 |
Rocket Lab Corporation Common Stock
RKLB
|
$1.61M |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$5.55M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$2.76M |
| 3 |
IQVIA
IQV
|
$1.15M |
| 4 |
iShares Biotechnology ETF
IBB
|
$972K |
| 5 |
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% |
