MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
1-Year Return
15.92%
This Quarter Return
-2.1%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$571M
AUM Growth
+$19.1M
(+3.5%)
Cap. Flow
+$39.2M
Cap. Flow
% of AUM
6.87%
Top 10 Holdings %
Top 10 Hldgs %
42.03%
Holding
213
New
17
Increased
128
Reduced
40
Closed
16
Top Buys
| 1 |
ProShares Short S&P500
SH
|
+$7.64M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.44M |
| 3 |
Chubb
CB
|
+$4.03M |
| 4 |
Goldman Sachs
GS
|
+$3.31M |
| 5 |
Zillow
Z
|
+$3.29M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$6.69M |
| 2 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$4.86M |
| 3 |
Advanced Micro Devices
AMD
|
+$2.29M |
| 4 |
Constellation Brands
STZ
|
+$1.24M |
| 5 |
Visa
V
|
+$914K |
Sector Composition
| 1 | Technology | 18.19% |
| 2 | Financials | 17.37% |
| 3 | Healthcare | 10.45% |
| 4 | Communication Services | 8.15% |
| 5 | Consumer Discretionary | 6.44% |
