MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
This Quarter Return
+4.08%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$171M
AUM Growth
+$171M
(+4.5%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
25.85%
Holding
147
New
5
Increased
97
Reduced
15
Closed
6
Top Buys
Top Sells
| 1 |
Lumen
LUMN
|
$2.47M |
| 2 |
iShares Biotechnology ETF
IBB
|
$2.29M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.88M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.76M |
| 5 |
GE Aerospace
GE
|
$1.36M |
Sector Composition
| 1 | Financials | 13.65% |
| 2 | Healthcare | 10.98% |
| 3 | Communication Services | 9.73% |
| 4 | Technology | 9.18% |
| 5 | Consumer Discretionary | 3.27% |
