MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.29M
4
NKE icon
Nike
NKE
+$4.18M
5
DIS icon
Walt Disney
DIS
+$3.45M

Top Sells

1
+$37.8M
2
+$18.6M
3
+$3.31M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.67M

Sector Composition

1 Technology 21.48%
2 Financials 16.32%
3 Communication Services 10.57%
4 Healthcare 8.79%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSJQ icon
1
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
$71.1M 10.08%
3,036,943
+961,109
BSJR icon
2
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$673M
$30.6M 4.34%
+1,347,468
GOOG icon
3
Alphabet (Google) Class C
GOOG
$3.86T
$29.3M 4.16%
120,475
+1,182
AAPL icon
4
Apple
AAPL
$4.12T
$28.6M 4.05%
112,266
-382
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.11T
$25.1M 3.56%
49,943
-712
AMZN icon
6
Amazon
AMZN
$2.49T
$22.4M 3.17%
101,963
+480
META icon
7
Meta Platforms (Facebook)
META
$1.63T
$18.5M 2.62%
25,200
+770
BX icon
8
Blackstone
BX
$113B
$18.4M 2.61%
107,763
+1,016
JPM icon
9
JPMorgan Chase
JPM
$852B
$18.1M 2.57%
57,520
-651
MSFT icon
10
Microsoft
MSFT
$3.66T
$17.3M 2.46%
33,446
-140
BSJP icon
11
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$606M
$17.3M 2.45%
750,414
-1,638,808
CVX icon
12
Chevron
CVX
$302B
$16.8M 2.38%
108,108
-667
ABBV icon
13
AbbVie
ABBV
$402B
$14.7M 2.09%
63,702
+3,311
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$3.86T
$13.2M 1.88%
54,413
+1,624
UBER icon
15
Uber
UBER
$182B
$12.9M 1.83%
131,550
+8,108
KKR icon
16
KKR & Co
KKR
$109B
$12.8M 1.81%
98,316
-1,764
NVDA icon
17
NVIDIA
NVDA
$4.3T
$11.3M 1.6%
60,399
-1,354
CYTK icon
18
Cytokinetics
CYTK
$8.33B
$10.8M 1.54%
197,367
+53,020
NKE icon
19
Nike
NKE
$95.5B
$9.93M 1.41%
142,368
+59,998
KMI icon
20
Kinder Morgan
KMI
$60.8B
$9.42M 1.33%
332,587
+444
SH icon
21
ProShares Short S&P500
SH
$1.18B
$9.29M 1.32%
+251,250
PANW icon
22
Palo Alto Networks
PANW
$133B
$9.08M 1.29%
44,609
+2,100
EXTR icon
23
Extreme Networks
EXTR
$2.34B
$8.38M 1.19%
405,766
+564
PSX icon
24
Phillips 66
PSX
$55.2B
$6.81M 0.97%
50,067
-297
BLK icon
25
Blackrock
BLK
$162B
$6.69M 0.95%
5,738
-84
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