MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
This Quarter Return
+3.87%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$422M
AUM Growth
+$422M
(-0.04%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-2.58%
Top 10 Holdings %
Top 10 Hldgs %
38.95%
Holding
202
New
14
Increased
60
Reduced
106
Closed
13
Top Buys
| 1 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
$20.2M |
| 2 |
Nasdaq
NDAQ
|
$3.1M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.74M |
| 4 |
Cisco
CSCO
|
$2.52M |
| 5 |
3M
MMM
|
$2.48M |
Top Sells
Sector Composition
| 1 | Financials | 15.24% |
| 2 | Technology | 15.1% |
| 3 | Healthcare | 13.39% |
| 4 | Communication Services | 8.02% |
| 5 | Consumer Discretionary | 6.54% |
