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
$321M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.56M
4
BABA icon
Alibaba
BABA
+$4.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.37M

Top Sells

1
+$7.79M
2
+$3.13M
3
+$3.1M
4
DIS icon
Walt Disney
DIS
+$2.13M
5
KO icon
Coca-Cola
KO
+$1.57M

Sector Composition

1 Technology 17.4%
2 Healthcare 11.65%
3 Financials 9.46%
4 Consumer Discretionary 8.5%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$632K 0.2%
16,056
-30,100
102
$624K 0.19%
17,930
+118
103
$600K 0.19%
32,544
-22,992
104
$593K 0.18%
1,500
105
$570K 0.18%
11,860
+130
106
$569K 0.18%
68,950
-48,543
107
$543K 0.17%
9,094
+2
108
$492K 0.15%
8,737
+4,054
109
$477K 0.15%
+22,063
110
$467K 0.15%
12,180
+6,505
111
$461K 0.14%
9,806
-819
112
$450K 0.14%
+7,650
113
$430K 0.13%
10,463
+1
114
$423K 0.13%
+27,178
115
$419K 0.13%
41,504
+15,114
116
$415K 0.13%
15,307
-13,971
117
$405K 0.13%
3,721
-113
118
$401K 0.13%
28,178
-319
119
$398K 0.12%
11,611
-476
120
$392K 0.12%
1,758
121
$378K 0.12%
25,466
+6,332
122
$363K 0.11%
5,908
-669
123
$351K 0.11%
3,685
+1,696
124
$344K 0.11%
2,374
+1
125
$340K 0.11%
+1,222
3 4
5
6 7