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
$422M
AUM Growth
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.1M
3
+$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1
+$11.9M
2
+$8.94M
3
+$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.6%
87,593
-100,266
52
$2.42M 0.57%
13,934
+171
53
$2.37M 0.56%
23,468
-85
54
$2.3M 0.55%
4,281
-6
55
$2.02M 0.48%
21,290
-453
56
$1.92M 0.46%
+14,575
57
$1.91M 0.45%
9,681
-593
58
$1.84M 0.44%
87,013
-422,394
59
$1.78M 0.42%
31,844
-1,205
60
$1.76M 0.42%
70,350
+20,000
61
$1.75M 0.42%
53,738
-2,846
62
$1.59M 0.38%
14,164
-334
63
$1.58M 0.37%
11,410
-364
64
$1.45M 0.34%
15,088
-468
65
$1.44M 0.34%
58,000
+20,000
66
$1.36M 0.32%
7,283
+6,075
67
$1.34M 0.32%
10,478
+84
68
$1.34M 0.32%
16,211
+209
69
$1.32M 0.31%
5,043
+1,289
70
$1.3M 0.31%
115,477
-17,271
71
$1.28M 0.3%
80,651
-754
72
$1.27M 0.3%
391,682
-11,790
73
$1.25M 0.3%
13,498
-351
74
$1.06M 0.25%
27,643
+16,870
75
$1.02M 0.24%
4,592
-371
1 2
3
4 5