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
$184M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.95M
3
+$1.89M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.86M
5
DIS icon
Walt Disney
DIS
+$1.6M

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.23M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.85M
5
DAL icon
Delta Air Lines
DAL
+$1.72M

Sector Composition

1 Technology 15.54%
2 Financials 11.91%
3 Communication Services 10.63%
4 Healthcare 9.61%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$548K 0.3%
11,336
-56
77
$516K 0.28%
1,972
78
$513K 0.28%
1,501
+1
79
$493K 0.27%
9,440
-198
80
$491K 0.27%
+4,978
81
$490K 0.27%
6,381
+1,270
82
$482K 0.26%
42,738
+2,988
83
$473K 0.26%
1,674
+34
84
$441K 0.24%
+22,170
85
$431K 0.23%
20,795
-18,327
86
$423K 0.23%
7,874
+13
87
$410K 0.22%
2,125
-127
88
$400K 0.22%
+2,283
89
$389K 0.21%
7,366
-93
90
$381K 0.21%
6,862
-157
91
$375K 0.2%
3,037
+16
92
$372K 0.2%
5,024
+572
93
$372K 0.2%
23,110
+3,037
94
$369K 0.2%
1,495
-296
95
$363K 0.2%
1,408
-243
96
$362K 0.2%
6,111
+1,798
97
$358K 0.19%
9,450
98
$351K 0.19%
6,212
+1,831
99
$350K 0.19%
4,336
-227
100
$345K 0.19%
166,683
+39,888
2 3
4
5 6