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
$321M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.56M
4
BABA icon
Alibaba
BABA
+$4.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.37M

Top Sells

1
+$7.79M
2
+$3.13M
3
+$3.1M
4
DIS icon
Walt Disney
DIS
+$2.13M
5
KO icon
Coca-Cola
KO
+$1.57M

Sector Composition

1 Technology 17.4%
2 Healthcare 11.65%
3 Financials 9.46%
4 Consumer Discretionary 8.5%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.6%
31,657
-11,557
52
$1.84M 0.57%
23,261
-7,526
53
$1.82M 0.57%
52,312
-11,084
54
$1.77M 0.55%
126,876
+1,485
55
$1.76M 0.55%
437,183
+48,766
56
$1.68M 0.52%
13,439
+588
57
$1.67M 0.52%
10,632
+303
58
$1.67M 0.52%
+33,635
59
$1.66M 0.52%
19,040
+620
60
$1.63M 0.51%
7,596
+236
61
$1.56M 0.49%
5,542
-127
62
$1.51M 0.47%
75,022
+2,589
63
$1.42M 0.44%
30,264
+3,110
64
$1.41M 0.44%
+35,994
65
$1.3M 0.41%
5,514
-321
66
$1.23M 0.38%
9,479
-564
67
$1.23M 0.38%
8,248
+605
68
$1.22M 0.38%
6,274
69
$1.2M 0.37%
+76,765
70
$1.19M 0.37%
44,313
-53,422
71
$1.16M 0.36%
26,104
+1,079
72
$1.16M 0.36%
8,307
-141
73
$1.15M 0.36%
9,265
-17,194
74
$1.14M 0.35%
19,158
+2,069
75
$1.1M 0.34%
15,262
+4,444
1 2
3
4 5