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
126
$580K 0.09%
6,320
+376
127
$574K 0.09%
924
-55
128
$567K 0.09%
1,460
129
$567K 0.09%
12,507
-329
130
$551K 0.09%
7,270
+189
131
$549K 0.09%
2,997
-5
132
$547K 0.09%
20,644
+404
133
$541K 0.09%
2,784
+13
134
$528K 0.09%
3,989
-65
135
$522K 0.08%
21,920
+919
136
$518K 0.08%
3,127
+33
137
$513K 0.08%
1,688
+3
138
$509K 0.08%
6,431
139
$500K 0.08%
3,952
-138
140
$493K 0.08%
3,475
+21
141
$481K 0.08%
6,213
+1,184
142
$479K 0.08%
2,220
-461
143
$472K 0.08%
7,743
+182
144
$469K 0.08%
32,673
+1,649
145
$467K 0.08%
9,861
+1,550
146
$458K 0.07%
1,788
147
$448K 0.07%
1,741
+126
148
$445K 0.07%
15,862
-42
149
$435K 0.07%
1,186
-99
150
$431K 0.07%
+7,480
4 5
6
7 8