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
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.22%
13,463
+226
77
$1.02M 0.22%
5,718
+118
78
$994K 0.21%
6,784
+2,889
79
$952K 0.2%
38,222
-19,778
80
$930K 0.2%
3,847
+170
81
$908K 0.19%
5,220
-22
82
$908K 0.19%
9,251
+3,530
83
$903K 0.19%
11,144
+744
84
$900K 0.19%
15,284
-1,020
85
$899K 0.19%
6,813
+1,252
86
$878K 0.19%
8,780
-303
87
$872K 0.18%
5,329
+235
88
$857K 0.18%
+8,728
89
$844K 0.18%
6,198
-71
90
$783K 0.17%
20,764
-2,728
91
$779K 0.17%
36,074
+7,403
92
$776K 0.16%
122,276
+7,511
93
$753K 0.16%
13,579
+298
94
$733K 0.16%
15,318
+1,085
95
$725K 0.15%
+39,699
96
$724K 0.15%
13,196
+701
97
$692K 0.15%
8,520
+227
98
$669K 0.14%
14,439
+916
99
$666K 0.14%
11,473
+596
100
$661K 0.14%
6,062
-191
2 3
4
5 6