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
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$649K 0.14%
12,046
-678
102
$628K 0.13%
12,753
-1,867
103
$590K 0.12%
2,242
-146
104
$582K 0.12%
5,524
+4
105
$580K 0.12%
14,866
+152
106
$561K 0.12%
16,109
-1,479
107
$558K 0.12%
56,170
+2,188
108
$555K 0.12%
33,270
-15,020
109
$548K 0.12%
+6,666
110
$533K 0.11%
7,418
+404
111
$532K 0.11%
20,952
+7,545
112
$519K 0.11%
14,011
+61
113
$515K 0.11%
52,538
+26,951
114
$513K 0.11%
+1,011
115
$495K 0.1%
+24,245
116
$489K 0.1%
+3,102
117
$484K 0.1%
5,364
+56
118
$481K 0.1%
3,524
-984
119
$479K 0.1%
20,184
+732
120
$479K 0.1%
5,945
-384
121
$476K 0.1%
52,561
+36,195
122
$469K 0.1%
2,337
+841
123
$461K 0.1%
+18,321
124
$454K 0.1%
13,493
125
$447K 0.09%
2,708
+34
3 4
5
6 7