MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
1-Year Return
15.92%
This Quarter Return
+7.73%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$442M
AUM Growth
+$52.5M
(+13%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
27.45%
Holding
212
New
31
Increased
108
Reduced
51
Closed
14
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$8.02M |
| 2 |
AEye
LIDR
|
$5.38M |
| 3 |
Nike
NKE
|
$2.78M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$2.22M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$2.09M |
Top Sells
| 1 |
PFPT
Proofpoint, Inc.
PFPT
|
$6.51M |
| 2 |
Eli Lilly
LLY
|
$2.98M |
| 3 |
BSMM
Invesco BulletShares 2022 Municipal Bond ETF
BSMM
|
$2.95M |
| 4 |
BSMN
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
|
$2.87M |
| 5 |
AT&T
T
|
$2.69M |
Sector Composition
| 1 | Technology | 20.59% |
| 2 | Financials | 13.21% |
| 3 | Healthcare | 11.65% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 9.83% |
