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
$422M
AUM Growth
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.1M
3
+$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1
+$11.9M
2
+$8.94M
3
+$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$697K 0.17%
12,886
+24
102
$691K 0.16%
46,656
+26,046
103
$672K 0.16%
5,019
-268
104
$662K 0.16%
5,556
+109
105
$661K 0.16%
16,304
106
$646K 0.15%
12,137
-10
107
$617K 0.15%
4,068
-112
108
$617K 0.15%
16,958
+5,471
109
$617K 0.15%
160,189
+18,436
110
$606K 0.14%
51,193
+415
111
$601K 0.14%
14,210
+210
112
$599K 0.14%
10,198
-155
113
$597K 0.14%
18,310
-2,339
114
$591K 0.14%
13,016
+90
115
$559K 0.13%
4,910
-267
116
$554K 0.13%
102,411
-18,844
117
$531K 0.13%
6,306
-45
118
$527K 0.13%
2,496
-13,825
119
$521K 0.12%
3,078
+34
120
$517K 0.12%
21,348
-15,810
121
$515K 0.12%
3,879
-199
122
$501K 0.12%
26,800
-992
123
$488K 0.12%
13,699
-86
124
$467K 0.11%
21,147
-76
125
$456K 0.11%
6,888
+114
3 4
5
6 7