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
$422M
AUM Growth
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.1M
3
+$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1
+$11.9M
2
+$8.94M
3
+$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 0.98%
200,383
-218,809
27
$4.11M 0.97%
1,521,524
-96,572
28
$4.06M 0.96%
31,991
-1,476
29
$3.91M 0.93%
208,201
+701
30
$3.91M 0.93%
59,758
-4,016
31
$3.88M 0.92%
36,716
-1,306
32
$3.81M 0.9%
23,018
-259
33
$3.77M 0.89%
5,454
-44
34
$3.55M 0.84%
104,715
+3,826
35
$3.53M 0.84%
68,242
+48,782
36
$3.39M 0.8%
101,262
+358
37
$3.17M 0.75%
253,021
+13,822
38
$3.1M 0.73%
13,708
-166
39
$3.1M 0.73%
+62,091
40
$2.91M 0.69%
78,129
-57,017
41
$2.9M 0.69%
66,042
-169
42
$2.87M 0.68%
5,910
43
$2.82M 0.67%
16,180
+13,658
44
$2.79M 0.66%
76,070
+67,017
45
$2.77M 0.66%
33,136
+29,677
46
$2.71M 0.64%
9,437
-15
47
$2.68M 0.64%
43,426
+10,770
48
$2.65M 0.63%
41,499
+80
49
$2.62M 0.62%
65,451
-429
50
$2.56M 0.61%
177,541
-706
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2
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