MCP
Mirador Capital Partners Portfolio holdings
AUM
$706M
1-Year Est. Return
23.4%
This Fund
S&P 500
1 Year Est. Return
+23.4%
AUM
$706M
AUM Growth
-$23.5M
(-3.2%)
Holding
219
Top Buys
| 1 | +$12.8M | |
| 2 | +$8.3M | |
| 3 | +$3.05M | |
| 4 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$2.97M |
| 5 |
CrowdStrike
CRWD
|
+$1.7M |
Top Sells
| 1 | +$5.68M | |
| 2 | +$5.51M | |
| 3 | +$4.53M | |
| 4 |
Chevron
CVX
|
+$3.03M |
| 5 |
Sarepta Therapeutics
SRPT
|
+$3.01M |
Sector Composition
| 1 | Technology | 19.01% |
| 2 | Financials | 15.32% |
| 3 | Communication Services | 10.98% |
| 4 | Healthcare | 10.6% |
| 5 | Energy | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bristol-Myers Squibb
BMY
$118B
| $2.96M | 0.42% |
48,870
+1,012
|
|
||
52
Invesco QQQ Trust
QQQ
$413B
| $2.92M | 0.41% |
5,067
-26
|
|
||
53
TMC The Metals Company
TMC
$2.22B
| $2.64M | 0.37% |
566,329
+52,754
|
|
||
54
Constellation Energy
CEG
$107B
| $2.59M | 0.37% |
9,270
+149
|
|
||
55
Exxon Mobil
XOM
$619B
| $2.31M | 0.33% |
13,600
+3,677
|
|
||
56
Oracle
ORCL
$488B
| $2.29M | 0.33% |
15,599
+847
|
|
||
57
Tesla
TSLA
$1.47T
| $2.17M | 0.31% |
5,845
-910
|
|
||
58
Cardinal Health
CAH
$50.6B
| $2.12M | 0.3% |
10,043
+317
|
|
||
59
Cisco
CSCO
$325B
| $2.12M | 0.3% |
27,325
+807
|
|
||
60
Lam Research
LRCX
$331B
| $2.12M | 0.3% |
9,910
-3,030
|
|
||
61
Gilead Sciences
GILD
$173B
| $1.99M | 0.28% |
14,265
+208
|
|
||
62
FormFactor
FORM
$10.1B
| $1.97M | 0.28% |
20,284
-11,090
|
|
||
63
Ross Stores
ROST
$72.2B
| $1.89M | 0.27% |
8,710
-205
|
|
||
64
Johnson & Johnson
JNJ
$575B
| $1.74M | 0.25% |
7,108
+229
|
|
||
65
Palantir
PLTR
$340B
| $1.71M | 0.24% |
11,663
-65
|
|
||
66
Workday
WDAY
$31.9B
| $1.64M | 0.23% |
12,640
-2,597
|
|
||
67
10x Genomics
TXG
$3.24B
| $1.64M | 0.23% |
77,293
+960
|
|
||
68
Toast
TOST
$16.6B
| $1.64M | 0.23% |
61,828
+2,706
|
|
||
69
State Street Communication Services Select Sector SPDR ETF
XLC
$25.4B
| $1.56M | 0.22% |
14,115
-268
|
|
||
70
HEICO Corp
HEI
$41.9B
| $1.56M | 0.22% |
5,676
+328
|
|
||
71
iShares Gold Trust
IAU
$76.8B
| $1.53M | 0.22% |
17,305
+1,515
|
|
||
72
3M
MMM
$79.7B
| $1.48M | 0.21% |
10,223
+245
|
|
||
73
IBM
IBM
$230B
| $1.44M | 0.2% |
5,925
-93
|
|
||
74
Eli Lilly
LLY
$809B
| $1.42M | 0.2% |
1,541
+8
|
|
||
75
Pfizer
PFE
$155B
| $1.3M | 0.18% |
46,410
+614
|
|