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MCP
Mirador Capital Partners Portfolio holdings
AUM
$816M
1-Year Est. Return
42.46%
This Fund
S&P 500
This Quarter
Est. Return
+27.16%
1 Year Est. Return
+42.46%
3 Year Est. Return
+102.43%
5 Year Est. Return
+126.93%
10 Year Est. Return
+392.96%
AUM
$816M
AUM Growth
+$110M
(+16%)
Cap. Flow
+$8.12M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
39.66%
Holding
227
New
24
Increased
102
Reduced
74
Closed
11
Top Buys
| 1 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
+$11.7M |
| 2 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
+$5.94M |
| 3 |
Netflix
NFLX
|
+$3.54M |
| 4 |
Arista Networks
ANET
|
+$3.33M |
| 5 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$3.2M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$13.4M |
| 2 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$11.8M |
| 3 |
Chubb
CB
|
+$6.87M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$5.7M |
| 5 |
Loews
L
|
+$3.4M |
Sector Composition
| 1 | Technology | 26.2% |
| 2 | Financials | 12.64% |
| 3 | Healthcare | 11.13% |
| 4 | Communication Services | 10.86% |
| 5 | Consumer Discretionary | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Electric Power
AEP
$72.9B
| $1.73M | 0.21% |
12,630
+2,725
| +28% | +$359K |
|
77
IBM
IBM
$202B
| $1.68M | 0.21% |
5,973
+48
| +0.8% | +$12.1K |
|
78
3M
MMM
$83.9B
| $1.62M | 0.2% |
9,978
-245
| -2% | -$37.1K |
|
79
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
| $1.6M | 0.2% |
12,035
+716
| +6% | +$90.4K |
|
80
iShares Gold Trust
IAU
$62.9B
| $1.56M | 0.19% |
20,697
+3,392
| +20% | +$288K |
|
81
Simpson Manufacturing
SSD
$7.86B
| $1.55M | 0.19% |
7,400
+9
| +0.1% | +$1.68K |
|
82
Workday
WDAY
$35.3B
| $1.54M | 0.19% |
12,577
-63
| -0.5% | -$7.98K |
|
83
GE Aerospace
GE
$372B
| $1.48M | 0.18% |
3,956
-5
| -0.1% | -$1.56K |
|
84
Healthpeak Properties
DOC
$14.9B
| $1.46M | 0.18% |
68,398
-949
| -1% | -$17.7K |
|
85
TriNet
TNET
$2.68B
| $1.4M | 0.17% |
28,321
+2,234
| +9% | +$95.8K |
|
86
Palantir
PLTR
$321B
| $1.39M | 0.17% |
11,873
+210
| +2% | +$28.6K |
|
87
Qualcomm
QCOM
$186B
| $1.37M | 0.17% |
7,410
+69
| +0.9% | +$12.9K |
|
88
Nucor
NUE
$53.5B
| $1.37M | 0.17% |
6,132
+336
| +6% | +$76K |
|
89
McGrath RentCorp
MGRC
$2.88B
| $1.36M | 0.17% |
11,275
-13
| -0.1% | -$1.48K |
|
|
FLG
90
Flagstar Bank National Association
FLG
$6.33B
| $1.34M | 0.16% |
89,706
+1,571
| +2% | +$22.3K |
|
91
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
| $1.31M | 0.16% |
24,375
-1,531
| -6% | -$81.8K |
|
92
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
| $1.3M | 0.16% |
17,137
+452
| +3% | +$33.6K |
|
|
AKTS
93
Aktis Oncology
AKTS
$1.37B
| $1.29M | 0.16% |
+40,124
| New | +$824K |
|
94
FIVE9
FIVN
$1.96B
| $1.28M | 0.16% |
60,244
-58
| -0.1% | -$1.15K |
|
95
VanEck Semiconductor ETF
SMH
$71.1B
| $1.27M | 0.16% |
1,943
+358
| +23% | +$195K |
|
96
JPMorgan International Value ETF
JIVE
$3.24B
| $1.26M | 0.15% |
13,741
+850
| +7% | +$77.5K |
|
97
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
| $1.23M | 0.15% |
+12,182
| New | +$1.22M |
|
98
Williams Companies
WMB
$91.8B
| $1.2M | 0.15% |
16,153
+140
| +0.9% | +$10.3K |
|
99
CMS Energy
CMS
$23.1B
| $1.11M | 0.14% |
14,448
-243
| -2% | -$18.2K |
|
100
Pfizer
PFE
$141B
| $1.1M | 0.14% |
45,835
-575
| -1% | -$15K |
|
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