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
$442M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.38M
3
+$2.78M
4
PARA
Paramount Global Class B
PARA
+$2.22M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.09M

Top Sells

1
+$6.51M
2
+$2.98M
3
+$2.95M
4
BSMN
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
+$2.87M
5
T icon
AT&T
T
+$2.69M

Sector Composition

1 Technology 20.59%
2 Financials 13.21%
3 Healthcare 11.65%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.6%
78,679
+3,003
52
$2.6M 0.59%
103,277
+70,827
53
$2.54M 0.58%
38,063
+1,128
54
$2.53M 0.57%
176,736
+18,815
55
$2.51M 0.57%
50,097
+6,087
56
$2.35M 0.53%
626,098
-220,179
57
$2.29M 0.52%
16,287
+369
58
$2.27M 0.51%
51,323
+1,321
59
$2.22M 0.5%
+49,142
60
$2.17M 0.49%
23,841
+865
61
$2.17M 0.49%
19,871
+3,791
62
$1.99M 0.45%
6,126
63
$1.94M 0.44%
8,107
+464
64
$1.91M 0.43%
209,275
+42,228
65
$1.86M 0.42%
1,486
+304
66
$1.82M 0.41%
7,605
+832
67
$1.71M 0.39%
23,519
+4,188
68
$1.69M 0.38%
80,203
-5,848
69
$1.64M 0.37%
20,068
+1,914
70
$1.62M 0.37%
8,856
+583
71
$1.56M 0.35%
103,600
+11,360
72
$1.56M 0.35%
95,347
+32,364
73
$1.54M 0.35%
13,932
+1,417
74
$1.48M 0.34%
57,026
+209
75
$1.47M 0.33%
6,492
+39
1 2
3
4 5