MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.23%
365,919
-7,978
77
$1.39M 0.23%
11,967
-132
78
$1.34M 0.22%
4,539
+122
79
$1.27M 0.21%
7,980
+59
80
$1.26M 0.2%
7,908
+218
81
$1.24M 0.2%
7,991
-81
82
$1.21M 0.2%
9,454
-82
83
$1.18M 0.19%
48,575
+11,662
84
$1.18M 0.19%
41,389
+13,189
85
$1.18M 0.19%
27,156
+1,257
86
$1.15M 0.19%
11,084
+1,037
87
$1.15M 0.19%
10,625
+21
88
$1.1M 0.18%
1,413
+36
89
$1.08M 0.17%
9,892
-1,730
90
$1.06M 0.17%
+20,438
91
$1.03M 0.17%
14,804
+600
92
$1.02M 0.17%
16,194
-518
93
$1.01M 0.16%
14,167
-254
94
$949K 0.15%
15,224
-119
95
$933K 0.15%
38,171
-395
96
$931K 0.15%
22,812
+1,068
97
$926K 0.15%
3,037
-1,675
98
$920K 0.15%
79,443
-814
99
$919K 0.15%
+50,692
100
$911K 0.15%
6,800
-40
2 3
4
5 6