MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.29M
4
NKE icon
Nike
NKE
+$4.18M
5
DIS icon
Walt Disney
DIS
+$3.45M

Top Sells

1
+$37.8M
2
+$18.6M
3
+$3.31M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.67M

Sector Composition

1 Technology 21.48%
2 Financials 16.32%
3 Communication Services 10.57%
4 Healthcare 8.79%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLX icon
151
Sixth Street Specialty
TSLX
$2.03B
$482K 0.07%
21,103
-817
SCHM icon
152
Schwab US Mid-Cap ETF
SCHM
$13.4B
$472K 0.07%
15,909
+47
UNH icon
153
UnitedHealth
UNH
$323B
$468K 0.07%
1,357
+300
VTV icon
154
Vanguard Value ETF
VTV
$147B
$459K 0.07%
+2,461
WFC icon
155
Wells Fargo
WFC
$262B
$456K 0.06%
5,436
+65
ETHE
156
Grayscale Ethereum Trust ETF
ETHE
$4.31B
$444K 0.06%
+12,964
MCD icon
157
McDonald's
MCD
$220B
$431K 0.06%
1,420
-46
IWM icon
158
iShares Russell 2000 ETF
IWM
$69.9B
$420K 0.06%
1,737
-483
ABT icon
159
Abbott
ABT
$224B
$417K 0.06%
3,110
+140
SCHA icon
160
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$397K 0.06%
14,235
-203
OBDC icon
161
Blue Owl Capital
OBDC
$6.44B
$395K 0.06%
30,927
-1,746
VOO icon
162
Vanguard S&P 500 ETF
VOO
$757B
$390K 0.06%
637
-10
BABA icon
163
Alibaba
BABA
$387B
$384K 0.05%
+2,146
PSA icon
164
Public Storage
PSA
$54B
$372K 0.05%
1,289
+11
CHY
165
Calamos Convertible and High Income Fund
CHY
$894M
$368K 0.05%
32,781
-29,148
ARM icon
166
Arm
ARM
$175B
$367K 0.05%
+2,597
SCHV icon
167
Schwab US Large-Cap Value ETF
SCHV
$14B
$362K 0.05%
12,428
-145
BSCQ icon
168
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$357K 0.05%
18,265
+3,044
IVV icon
169
iShares Core S&P 500 ETF
IVV
$660B
$357K 0.05%
533
-391
VXF icon
170
Vanguard Extended Market ETF
VXF
$24.3B
$343K 0.05%
1,637
-74
AMGN icon
171
Amgen
AMGN
$161B
$340K 0.05%
1,207
+107
BST icon
172
BlackRock Science and Technology Trust
BST
$1.44B
$337K 0.05%
8,156
+559
HON icon
173
Honeywell
HON
$129B
$337K 0.05%
1,602
+167
MS icon
174
Morgan Stanley
MS
$252B
$313K 0.04%
1,970
MPC icon
175
Marathon Petroleum
MPC
$56.1B
$313K 0.04%
1,621
+6
5 6
7
8 9