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MCP
Mirador Capital Partners Portfolio holdings
AUM
$816M
1-Year Est. Return
42.46%
This Fund
S&P 500
This Quarter
Est. Return
+27.16%
1 Year Est. Return
+42.46%
3 Year Est. Return
+102.43%
5 Year Est. Return
+126.93%
10 Year Est. Return
+392.96%
AUM
$816M
AUM Growth
+$110M
(+16%)
Cap. Flow
+$8.12M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
39.66%
Holding
227
New
24
Increased
102
Reduced
74
Closed
11
Top Buys
| 1 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
+$11.7M |
| 2 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
+$5.94M |
| 3 |
Netflix
NFLX
|
+$3.54M |
| 4 |
Arista Networks
ANET
|
+$3.33M |
| 5 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$3.2M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$13.4M |
| 2 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$11.8M |
| 3 |
Chubb
CB
|
+$6.87M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$5.7M |
| 5 |
Loews
L
|
+$3.4M |
Sector Composition
| 1 | Technology | 26.2% |
| 2 | Financials | 12.64% |
| 3 | Healthcare | 11.13% |
| 4 | Communication Services | 10.86% |
| 5 | Consumer Discretionary | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Large- Cap ETF
SCHX
$72.7B
| $1.1M | 0.13% |
37,394
+64
| +0.2% | +$1.83K |
|
102
TSMC
TSM
$2.17T
| $1.09M | 0.13% |
2,276
+227
| +11% | +$92.1K |
|
103
Walmart Inc
WMT
$908B
| $1.08M | 0.13% |
9,504
+453
| +5% | +$56.2K |
|
104
Grid Dynamics Holdings
GDYN
$496M
| $1.07M | 0.13% |
189,086
+18,108
| +11% | +$112K |
|
105
Procter & Gamble
PG
$344B
| $1.06M | 0.13% |
7,257
-98
| -1% | -$14.3K |
|
106
Verizon
VZ
$179B
| $1.06M | 0.13% |
24,976
-392
| -2% | -$18.4K |
|
107
Comfort Systems
FIX
$60B
| $1.05M | 0.13% |
529
+92
| +21% | +$167K |
|
108
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
| $1.04M | 0.13% |
22,957
+295
| +1% | +$13.4K |
|
109
Cooper Companies
COO
$13.9B
| $1.03M | 0.13% |
14,404
+25
| +0.2% | +$1.63K |
|
110
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
| $980K | 0.12% |
10,904
+9
| +0.1% | +$691 |
|
111
Axsome Therapeutics
AXSM
$12B
| $979K | 0.12% |
4,000
| – | – |
|
112
Franklin Resources
BEN
$17.6B
| $976K | 0.12% |
29,333
-464
| -2% | -$13.9K |
|
113
Veeva Systems
VEEV
$31.9B
| $959K | 0.12% |
5,402
-5
| -0.1% | -$824 |
|
114
Pinnacle West Capital
PNW
$13.1B
| $955K | 0.12% |
8,922
-109
| -1% | -$11.1K |
|
115
Marvell Technology
MRVL
$188B
| $945K | 0.12% |
3,172
-1,204
| -28% | -$241K |
|
116
Abbott
ABT
$156B
| $904K | 0.11% |
9,965
-543
| -5% | -$49.6K |
|
117
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
| $879K | 0.11% |
1,250
+126
| +11% | +$84.4K |
|
118
iShares Bitcoin Trust
IBIT
$47.9B
| $861K | 0.11% |
25,855
+1,038
| +4% | +$42.2K |
|
119
First Solar
FSLR
$24B
| $777K | 0.1% |
3,291
+334
| +11% | +$78.3K |
|
120
Vanguard Total Stock Market ETF
VTI
$667B
| $763K | 0.09% |
2,063
+118
| +6% | +$42.2K |
|
|
VSNT
121
Versant Media Group
VSNT
$5.05B
| $759K | 0.09% |
21,088
+293
| +1% | +$11.8K |
|
122
Merck
MRK
$305B
| $756K | 0.09% |
5,882
| – | – |
|
123
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $737K | 0.09% |
3,867
-17
| -0.4% | -$2.9K |
|
124
Invesco S&P 500 Equal Weight ETF
RSP
$96.5B
| $715K | 0.09% |
3,362
-157
| -4% | -$32.1K |
|
125
Hercules Capital
HTGC
$3.02B
| $700K | 0.09% |
44,414
-286
| -0.6% | -$4.45K |
|
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