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
$184M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.95M
3
+$1.89M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.86M
5
DIS icon
Walt Disney
DIS
+$1.6M

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.23M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.85M
5
DAL icon
Delta Air Lines
DAL
+$1.72M

Sector Composition

1 Technology 15.54%
2 Financials 11.91%
3 Communication Services 10.63%
4 Healthcare 9.61%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.18%
1,559
+1
102
$333K 0.18%
3,487
-66
103
$324K 0.18%
4,200
104
$324K 0.18%
10,081
+744
105
$320K 0.17%
16,304
106
$316K 0.17%
2,342
+95
107
$315K 0.17%
10,055
+62
108
$311K 0.17%
3,715
-59
109
$308K 0.17%
7,692
+19
110
$298K 0.16%
2,854
-414
111
$292K 0.16%
10,593
-431
112
$289K 0.16%
+9,699
113
$282K 0.15%
2,704
+1
114
$272K 0.15%
12,187
-523
115
$269K 0.15%
1,755
-564
116
$267K 0.14%
5,549
-26
117
$266K 0.14%
10,477
+2,097
118
$261K 0.14%
3,000
119
$258K 0.14%
4,526
-77
120
$258K 0.14%
14,148
+264
121
$251K 0.14%
8,181
-170
122
$251K 0.14%
5,820
+593
123
$248K 0.13%
9,969
+168
124
$248K 0.13%
+9,517
125
$244K 0.13%
+3,801
3 4
5
6 7