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
$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 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
1
$27.4M 5.45%
279,689
-6,093
2
$20.2M 4.02%
158,381
-3,771
3
$19.9M 3.95%
375,050
-2,610
4
$19.6M 3.89%
118,725
-544
5
$19.5M 3.88%
158,946
-924
6
$17.8M 3.55%
30,965
-1,541
7
$17.6M 3.49%
89,155
-4,609
8
$16.4M 3.27%
179,108
+17,591
9
$16.3M 3.25%
57,201
-1,391
10
$14.6M 2.91%
73,559
-851
11
$14.6M 2.9%
50,668
+17
12
$14.4M 2.86%
517,750
-3,400
13
$13.9M 2.76%
182,008
+1,906
14
$12.8M 2.54%
95,378
-4,323
15
$11.4M 2.26%
225,990
+18,755
16
$11.2M 2.23%
139,032
-5,278
17
$10.4M 2.06%
42,622
-2,039
18
$9.57M 1.9%
14,063
-371
19
$9.35M 1.86%
18,826
-254
20
$8.94M 1.78%
39,998
-1,357
21
$8.72M 1.73%
56,273
-2,287
22
$8.61M 1.71%
41,266
-965
23
$8.33M 1.65%
44,275
-2,953
24
$8.27M 1.64%
43,198
-1,710
25
$8.15M 1.62%
63,090
-3,725
1
2 3 4 5