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
$321M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.56M
4
BABA icon
Alibaba
BABA
+$4.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.37M

Top Sells

1
+$7.79M
2
+$3.13M
3
+$3.1M
4
DIS icon
Walt Disney
DIS
+$2.13M
5
KO icon
Coca-Cola
KO
+$1.57M

Sector Composition

1 Technology 17.4%
2 Healthcare 11.65%
3 Financials 9.46%
4 Consumer Discretionary 8.5%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 1.12%
60,588
+609
27
$3.56M 1.11%
59,004
+1,765
28
$3.52M 1.1%
+139,022
29
$3.48M 1.09%
596,490
+140,502
30
$3.47M 1.08%
+136,540
31
$3.47M 1.08%
36,033
+877
32
$3.46M 1.08%
+135,371
33
$3.18M 0.99%
30,106
+20,811
34
$3.16M 0.98%
36,077
-1,295
35
$3.15M 0.98%
134,691
-133,857
36
$3.08M 0.96%
22,366
+1,075
37
$3.04M 0.95%
15,934
+445
38
$3.02M 0.94%
142,224
-367,112
39
$2.97M 0.93%
82,489
+4,594
40
$2.89M 0.9%
11,515
+85
41
$2.8M 0.87%
68,717
+13,533
42
$2.78M 0.87%
80,960
+557
43
$2.58M 0.8%
8,279
+297
44
$2.43M 0.76%
112,124
+16,017
45
$2.42M 0.75%
7,413
-1,148
46
$2.32M 0.72%
+190,922
47
$2.32M 0.72%
4,120
+65
48
$2.28M 0.71%
+48,948
49
$2.01M 0.63%
12,925
-1,735
50
$1.94M 0.6%
30,689
+356
1
2
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