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
$442M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.38M
3
+$2.78M
4
PARA
Paramount Global Class B
PARA
+$2.22M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.09M

Top Sells

1
+$6.51M
2
+$2.98M
3
+$2.95M
4
BSMN
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
+$2.87M
5
T icon
AT&T
T
+$2.69M

Sector Composition

1 Technology 20.59%
2 Financials 13.21%
3 Healthcare 11.65%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$865K 0.2%
22,092
+247
102
$854K 0.19%
16,170
-3,320
103
$830K 0.19%
12,059
-24,992
104
$806K 0.18%
5,636
-4,791
105
$780K 0.18%
4,629
+3,255
106
$759K 0.17%
22,503
-54,610
107
$756K 0.17%
14,959
+2,022
108
$737K 0.17%
+7,318
109
$724K 0.16%
23,532
-10,662
110
$705K 0.16%
1,500
111
$703K 0.16%
13,371
+463
112
$694K 0.16%
15,740
+2,755
113
$674K 0.15%
3,097
+2,151
114
$661K 0.15%
8,494
+463
115
$652K 0.15%
2,595
+1,348
116
$651K 0.15%
13,020
-12,747
117
$650K 0.15%
13,631
-8,784
118
$641K 0.15%
+6,678
119
$631K 0.14%
+24,258
120
$618K 0.14%
21,462
-2,784
121
$595K 0.13%
12,723
-9,049
122
$591K 0.13%
37,886
+6,331
123
$578K 0.13%
+757
124
$573K 0.13%
3,920
+1,240
125
$561K 0.13%
7,216
-529
3 4
5
6 7