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
$184M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.95M
3
+$1.89M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.86M
5
DIS icon
Walt Disney
DIS
+$1.6M

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.23M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.85M
5
DAL icon
Delta Air Lines
DAL
+$1.72M

Sector Composition

1 Technology 15.54%
2 Financials 11.91%
3 Communication Services 10.63%
4 Healthcare 9.61%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.64%
28,597
+20
52
$1.19M 0.64%
7,202
+436
53
$1.18M 0.64%
4,777
+31
54
$1.14M 0.62%
27,268
-2,360
55
$1.1M 0.6%
24,425
+7,742
56
$1.1M 0.6%
7,177
+512
57
$1.03M 0.56%
17,264
+4,818
58
$1M 0.54%
7,181
+31
59
$972K 0.53%
15,360
-75
60
$905K 0.49%
49,761
-55,839
61
$897K 0.49%
37,890
+11,368
62
$879K 0.48%
+45,515
63
$767K 0.42%
+13,599
64
$753K 0.41%
6,308
+1
65
$729K 0.4%
8,385
+826
66
$724K 0.39%
7,778
+2,223
67
$653K 0.35%
8,789
+3,318
68
$650K 0.35%
5,120
+737
69
$638K 0.35%
6,129
+20
70
$636K 0.35%
11,778
+78
71
$626K 0.34%
9,628
+3,738
72
$620K 0.34%
7,815
+2,530
73
$584K 0.32%
3,316
+4
74
$580K 0.31%
10,970
-110
75
$558K 0.3%
4,480
+1,386
1 2
3
4 5