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
$442M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.38M
3
+$2.78M
4
PARA
Paramount Global Class B
PARA
+$2.22M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.09M

Top Sells

1
+$6.51M
2
+$2.98M
3
+$2.95M
4
BSMN
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
+$2.87M
5
T icon
AT&T
T
+$2.69M

Sector Composition

1 Technology 20.59%
2 Financials 13.21%
3 Healthcare 11.65%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 1.17%
22,064
+503
27
$5.05M 1.14%
30,853
-8,049
28
$4.88M 1.1%
5,579
+176
29
$4.82M 1.09%
19,721
+338
30
$4.74M 1.07%
42,059
+2,084
31
$4.49M 1.02%
76,818
+3,233
32
$4.22M 0.95%
75,253
+3,139
33
$4.17M 0.94%
23,753
+835
34
$4.14M 0.94%
67,194
-1,145
35
$4.13M 0.93%
10,305
+319
36
$4.12M 0.93%
24,851
-8,107
37
$4.1M 0.93%
110,436
+9,208
38
$3.89M 0.88%
65,765
+7,255
39
$3.68M 0.83%
201,719
+25,233
40
$3.63M 0.82%
514,304
-263,730
41
$3.56M 0.8%
14,717
+607
42
$3.5M 0.79%
103,046
+24,178
43
$3.29M 0.74%
6,708
-575
44
$3.21M 0.73%
163,708
+6,595
45
$3.19M 0.72%
10,249
+4,059
46
$3.14M 0.71%
158,499
+9,415
47
$3.06M 0.69%
19,832
+18,021
48
$3.06M 0.69%
84,675
+4,300
49
$3.06M 0.69%
15,611
+1,425
50
$2.63M 0.6%
30,688
+15,905
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