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
126
$557K 0.13%
+3,035
127
$554K 0.13%
2,271
+45
128
$547K 0.12%
9,914
+6,096
129
$542K 0.12%
9,508
+1,853
130
$542K 0.12%
24,934
-123,951
131
$536K 0.12%
6,540
+425
132
$527K 0.12%
+3,566
133
$519K 0.12%
9,563
+191
134
$517K 0.12%
1,203
-131
135
$514K 0.12%
+1,457
136
$505K 0.11%
6,916
+2,002
137
$495K 0.11%
9,602
-122
138
$493K 0.11%
9,904
+452
139
$486K 0.11%
2,159
-354
140
$477K 0.11%
+5,118
141
$476K 0.11%
1,112
142
$472K 0.11%
2,017
-2,110
143
$469K 0.11%
7,877
+2,053
144
$465K 0.11%
+9,998
145
$457K 0.1%
1,288
+109
146
$455K 0.1%
11,041
+484
147
$439K 0.1%
1,459
-300
148
$438K 0.1%
5,273
-3,763
149
$430K 0.1%
16,758
-112,017
150
$427K 0.1%
+95,662
4 5
6
7 8