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
1
$52.2M 7.54%
388,804
+1,117
2
$28.8M 4.15%
114,880
-35
3
$26.5M 3.83%
290,162
-582
4
$26.5M 3.83%
526,626
-231
5
$26.4M 3.81%
218,404
-3,601
6
$23M 3.33%
150,013
-1,066
7
$21.3M 3.07%
294,488
-22
8
$20.6M 2.97%
57,081
+7
9
$20.3M 2.94%
48,240
+9
10
$19.9M 2.88%
122,449
-483
11
$18.5M 2.67%
94,809
+111
12
$18.1M 2.61%
19,707
+7
13
$17.9M 2.58%
84,224
-11
14
$16.9M 2.44%
32,432
+79
15
$16.9M 2.44%
187,308
-3,164
16
$16.1M 2.32%
212,742
+55,330
17
$14.8M 2.14%
44,665
+472
18
$13.8M 1.99%
152,286
+1,036
19
$12.5M 1.8%
65,908
+9
20
$12.2M 1.77%
23,440
+46
21
$11.7M 1.7%
62,027
-2
22
$11.7M 1.69%
101,691
-575
23
$11.7M 1.69%
59,413
-115
24
$11.3M 1.63%
51,410
+652
25
$11.1M 1.6%
10,812
+21
1
2 3 4 5