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
$184M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.95M
3
+$1.89M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.86M
5
DIS icon
Walt Disney
DIS
+$1.6M

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.23M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.85M
5
DAL icon
Delta Air Lines
DAL
+$1.72M

Sector Composition

1 Technology 15.54%
2 Financials 11.91%
3 Communication Services 10.63%
4 Healthcare 9.61%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.18%
90,291
+18,496
27
$2.16M 1.17%
87,543
+23,796
28
$2.14M 1.16%
17,406
+781
29
$2.14M 1.16%
13,723
-93
30
$2.1M 1.14%
43,563
-8,266
31
$2.02M 1.09%
117,540
+64
32
$2M 1.08%
10,936
-503
33
$1.94M 1.05%
9,845
-292
34
$1.88M 1.02%
4,939
+3,789
35
$1.86M 1.01%
46,086
-2,320
36
$1.78M 0.96%
75,685
+326
37
$1.76M 0.96%
72,078
+12,588
38
$1.73M 0.94%
15,160
-884
39
$1.66M 0.9%
34,845
-463
40
$1.63M 0.89%
13,949
-388
41
$1.63M 0.88%
13,822
+11,771
42
$1.61M 0.87%
12,492
-10,835
43
$1.56M 0.85%
3,660
+68
44
$1.55M 0.84%
13,026
-355
45
$1.49M 0.81%
9,332
-162
46
$1.43M 0.78%
+16,635
47
$1.4M 0.76%
+12,137
48
$1.32M 0.72%
16,391
-620
49
$1.27M 0.69%
135,987
-45,688
50
$1.24M 0.67%
21,570
-130
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