MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.67M 0.92%
19,557
+1,814
27
$5.54M 0.9%
252,123
+5,095
28
$5.39M 0.88%
+69,580
29
$5.28M 0.86%
5,896
-14
30
$5.22M 0.85%
105,496
+1,211
31
$5.21M 0.85%
74,364
+6,414
32
$5.19M 0.84%
5,247
+83
33
$4.77M 0.77%
144,347
+45,222
34
$4.69M 0.76%
23,742
+428
35
$4.39M 0.71%
127,610
+7,340
36
$4.33M 0.7%
6,111
+58
37
$3.93M 0.64%
14,266
-1,282
38
$3.72M 0.6%
15,485
+1,574
39
$3.64M 0.59%
8,987
+158
40
$3.61M 0.59%
+27,320
41
$3.23M 0.52%
158,717
+30,843
42
$3.21M 0.52%
74,050
+1,480
43
$3.12M 0.51%
36,649
+5,462
44
$2.99M 0.49%
47,700
+3,468
45
$2.86M 0.47%
4,633
-274
46
$2.78M 0.45%
+30,334
47
$2.68M 0.43%
4,852
+121
48
$2.37M 0.39%
19,362
+4,281
49
$2.36M 0.38%
14,057
+563
50
$2.36M 0.38%
8,637
+4,647
1
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