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
$730M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$7.79M
3
+$6.84M
4
ICE icon
Intercontinental Exchange
ICE
+$5.58M
5
NFLX icon
Netflix
NFLX
+$3.85M

Top Sells

1
+$17.3M
2
+$9.29M
3
+$6.14M
4
PEP icon
PepsiCo
PEP
+$3.8M
5
DIS icon
Walt Disney
DIS
+$3.44M

Sector Composition

1 Technology 20.39%
2 Financials 16.59%
3 Communication Services 11.52%
4 Healthcare 11.26%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLX icon
151
Sixth Street Specialty
TSLX
$2.08B
$462K 0.06%
21,281
+178
HD icon
152
Home Depot
HD
$377B
$443K 0.06%
1,287
NOW icon
153
ServiceNow
NOW
$138B
$442K 0.06%
2,883
-297
MCD icon
154
McDonald's
MCD
$220B
$434K 0.06%
1,421
+1
SCHA icon
155
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$434K 0.06%
15,244
+1,009
IVV icon
156
iShares Core S&P 500 ETF
IVV
$762B
$434K 0.06%
633
+100
TNYA icon
157
Tenaya Therapeutics
TNYA
$160M
$414K 0.06%
582,524
+559,024
AMGN icon
158
Amgen
AMGN
$177B
$409K 0.06%
1,249
+42
MS icon
159
Morgan Stanley
MS
$304B
$390K 0.05%
2,198
+228
IWM icon
160
iShares Russell 2000 ETF
IWM
$77.3B
$382K 0.05%
1,552
-185
SMH icon
161
VanEck Semiconductor ETF
SMH
$42.1B
$376K 0.05%
1,045
+313
FIX icon
162
Comfort Systems
FIX
$37.1B
$357K 0.05%
+382
BST icon
163
BlackRock Science and Technology Trust
BST
$1.42B
$336K 0.05%
8,278
+122
ETHE
164
Grayscale Ethereum Staking ETF Shares
ETHE
$3.68B
$333K 0.05%
13,669
+705
BSCQ icon
165
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.27B
$330K 0.05%
16,843
-1,422
SCHV icon
166
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$319K 0.04%
10,785
-1,643
VXF icon
167
Vanguard Extended Market ETF
VXF
$26.5B
$314K 0.04%
1,500
-137
BABA icon
168
Alibaba
BABA
$408B
$313K 0.04%
2,132
-14
SCHF icon
169
Schwab International Equity ETF
SCHF
$57.6B
$309K 0.04%
12,858
+3,214
PSA icon
170
Public Storage
PSA
$50.5B
$306K 0.04%
1,178
-111
KO icon
171
Coca-Cola
KO
$303B
$306K 0.04%
4,372
-184
VIG icon
172
Vanguard Dividend Appreciation ETF
VIG
$104B
$305K 0.04%
1,389
AXP icon
173
American Express
AXP
$247B
$297K 0.04%
802
-9
RTX icon
174
RTX Corp
RTX
$267B
$292K 0.04%
1,590
+236
ARM icon
175
Arm
ARM
$112B
$289K 0.04%
2,640
+43
5 6
7
8 9