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
126
$339K 0.11%
+2,793
127
$335K 0.1%
999
128
$334K 0.1%
6,757
-31,741
129
$332K 0.1%
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-353
130
$329K 0.1%
365,555
+49,466
131
$324K 0.1%
6,891
-788
132
$317K 0.1%
6,856
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133
$311K 0.1%
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134
$309K 0.1%
3,778
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135
$307K 0.1%
22,812
-120
136
$306K 0.1%
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137
$302K 0.09%
2,558
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138
$298K 0.09%
1,356
139
$295K 0.09%
+10,760
140
$294K 0.09%
7,650
-2,478
141
$288K 0.09%
607
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142
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143
$281K 0.09%
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144
$277K 0.09%
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145
$273K 0.09%
9,619
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146
$271K 0.08%
3,490
-110
147
$266K 0.08%
3,566
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148
$255K 0.08%
+156
149
$252K 0.08%
6,920
-480
150
$243K 0.08%
2,203
-1,518
4 5
6
7 8