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
$442M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.38M
3
+$2.78M
4
PARA
Paramount Global Class B
PARA
+$2.22M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.09M

Top Sells

1
+$6.51M
2
+$2.98M
3
+$2.95M
4
BSMN
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
+$2.87M
5
T icon
AT&T
T
+$2.69M

Sector Composition

1 Technology 20.59%
2 Financials 13.21%
3 Healthcare 11.65%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.33%
22,810
+929
77
$1.41M 0.32%
14,264
+1,648
78
$1.38M 0.31%
11,128
+1,305
79
$1.32M 0.3%
+70,867
80
$1.3M 0.29%
49,183
+32,821
81
$1.28M 0.29%
7,802
-1,448
82
$1.28M 0.29%
57,047
+3,658
83
$1.24M 0.28%
+5,669
84
$1.2M 0.27%
47,694
+6,927
85
$1.16M 0.26%
31,859
+4,245
86
$1.12M 0.25%
10,583
-35
87
$1.1M 0.25%
5,852
-606
88
$1.1M 0.25%
31,691
-26,226
89
$1.08M 0.25%
20,759
+3,373
90
$1.06M 0.24%
3,638
91
$1.04M 0.23%
18,002
+13,932
92
$1.02M 0.23%
+23,972
93
$991K 0.22%
7,341
-402
94
$978K 0.22%
3,317
95
$958K 0.22%
13,067
-1,477
96
$935K 0.21%
3,051
-1,008
97
$921K 0.21%
+76,124
98
$908K 0.21%
+1,927
99
$878K 0.2%
408,293
+33,501
100
$868K 0.2%
16,373
+64
2 3
4
5 6