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
$321M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.56M
4
BABA icon
Alibaba
BABA
+$4.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.37M

Top Sells

1
+$7.79M
2
+$3.13M
3
+$3.1M
4
DIS icon
Walt Disney
DIS
+$2.13M
5
KO icon
Coca-Cola
KO
+$1.57M

Sector Composition

1 Technology 17.4%
2 Healthcare 11.65%
3 Financials 9.46%
4 Consumer Discretionary 8.5%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.34%
21,740
+4,550
77
$1.05M 0.33%
3,838
-200
78
$913K 0.28%
+6,381
79
$908K 0.28%
42,156
-36,527
80
$884K 0.28%
34,851
+290
81
$880K 0.27%
9,059
+1,337
82
$878K 0.27%
10,412
+3,020
83
$872K 0.27%
36,177
+16,573
84
$842K 0.26%
9,020
+3,603
85
$830K 0.26%
13,933
+5,488
86
$801K 0.25%
+21,968
87
$797K 0.25%
20,981
+589
88
$787K 0.25%
11,336
89
$783K 0.24%
+40,605
90
$759K 0.24%
6,448
+1,130
91
$759K 0.24%
5,529
+2,032
92
$749K 0.23%
3,316
93
$737K 0.23%
3,887
+122
94
$730K 0.23%
2,056
+23
95
$704K 0.22%
9,852
+3,315
96
$676K 0.21%
5,727
+259
97
$670K 0.21%
26,861
+3,194
98
$669K 0.21%
57,240
-2,534
99
$643K 0.2%
685,296
+59,642
100
$634K 0.2%
37,008
+17,275
2 3
4
5 6