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
126
$451K 0.11%
5,053
-585
127
$422K 0.1%
2,674
+10
128
$417K 0.1%
1,341
-102
129
$414K 0.1%
1,420
-44
130
$412K 0.1%
30,678
-820
131
$408K 0.1%
5,793
-578
132
$406K 0.1%
13,493
133
$404K 0.1%
1,354
+17
134
$395K 0.09%
3,620
+337
135
$391K 0.09%
20,865
-3,432
136
$391K 0.09%
2,390
-22
137
$389K 0.09%
2,999
+75
138
$389K 0.09%
3,614
139
$388K 0.09%
1,760
+257
140
$383K 0.09%
+1,555
141
$381K 0.09%
2,199
+62
142
$373K 0.09%
+3,792
143
$363K 0.09%
7,381
-336
144
$361K 0.09%
8,462
-373
145
$352K 0.08%
+4,225
146
$351K 0.08%
3,916
-20
147
$345K 0.08%
15,097
+1,608
148
$340K 0.08%
738
-20
149
$325K 0.08%
4,376
+184
150
$321K 0.08%
2,755
-1,714
4 5
6
7 8