MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$878K 0.14%
8,899
-21,144
102
$876K 0.14%
62,786
+2,731
103
$875K 0.14%
11,571
-16
104
$863K 0.14%
8,399
+411
105
$839K 0.14%
31,673
-433
106
$835K 0.14%
4,593
-125
107
$834K 0.14%
45,600
+1,918
108
$820K 0.13%
9,160
+294
109
$778K 0.13%
67,346
+39
110
$765K 0.12%
7,579
+153
111
$749K 0.12%
70,637
+21,548
112
$741K 0.12%
4,853
+248
113
$731K 0.12%
+110,816
114
$711K 0.12%
5,492
-148
115
$709K 0.12%
7,248
+587
116
$699K 0.11%
563,670
+47,936
117
$697K 0.11%
6,469
-127
118
$681K 0.11%
61,929
-2,364
119
$672K 0.11%
26,152
+1,349
120
$654K 0.11%
3,180
+30
121
$636K 0.1%
36,328
+1,655
122
$611K 0.1%
1,079
+5
123
$592K 0.1%
13,940
+637
124
$592K 0.1%
11,349
-3,421
125
$582K 0.09%
22,815
+105
3 4
5
6 7