MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.37%
101,600
-179
52
$2.25M 0.37%
48,662
+496
53
$2.23M 0.36%
50,387
+6,610
54
$2.22M 0.36%
6,992
-582
55
$2.21M 0.36%
158,874
+19,954
56
$2.12M 0.34%
17,205
+3,070
57
$2.11M 0.34%
154,965
+39,623
58
$2.07M 0.34%
3,815
-11
59
$1.98M 0.32%
6,870
-122
60
$1.97M 0.32%
14,464
+496
61
$1.85M 0.3%
3,626
-113
62
$1.84M 0.3%
18,919
-295
63
$1.8M 0.29%
25,897
+1,049
64
$1.74M 0.28%
7,956
+198
65
$1.67M 0.27%
15,397
-147
66
$1.61M 0.26%
11,577
+2,562
67
$1.61M 0.26%
+17,783
68
$1.59M 0.26%
2,022
69
$1.58M 0.26%
14,284
+580
70
$1.58M 0.26%
25,837
+263
71
$1.51M 0.25%
9,912
+443
72
$1.49M 0.24%
+4,529
73
$1.47M 0.24%
32,551
-1,676
74
$1.42M 0.23%
19,397
-373
75
$1.4M 0.23%
+764
1 2
3
4 5