MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.3M
3
+$3.05M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$1.7M

Top Sells

1
+$5.68M
2
+$5.51M
3
+$4.53M
4
CVX icon
Chevron
CVX
+$3.03M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$3.01M

Sector Composition

1 Technology 19.01%
2 Financials 15.32%
3 Communication Services 10.98%
4 Healthcare 10.6%
5 Energy 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
151
Bank of America
BAC
$366B
$453K 0.06%
9,296
-233
AMGN icon
152
Amgen
AMGN
$182B
$446K 0.06%
1,267
+18
MCD icon
153
McDonald's
MCD
$198B
$442K 0.06%
1,421
MRVL icon
154
Marvell Technology
MRVL
$179B
$433K 0.06%
4,376
-1,972
HD icon
155
Home Depot
HD
$316B
$420K 0.06%
1,278
-9
ARM icon
156
Arm
ARM
$377B
$417K 0.06%
2,755
+115
IVV icon
157
iShares Core S&P 500 ETF
IVV
$844B
$414K 0.06%
633
MPC icon
158
Marathon Petroleum
MPC
$72.6B
$413K 0.06%
1,691
+69
XLE icon
159
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$404K 0.06%
6,602
+1,096
VOO icon
160
Vanguard S&P 500 ETF
VOO
$977B
$401K 0.06%
671
-161
LMT icon
161
Lockheed Martin
LMT
$122B
$398K 0.06%
658
+107
MS icon
162
Morgan Stanley
MS
$328B
$362K 0.05%
2,198
SCHF icon
163
Schwab International Equity ETF
SCHF
$66.3B
$361K 0.05%
14,595
+1,737
GEV icon
164
GE Vernova
GEV
$260B
$347K 0.05%
398
+4
SCHV icon
165
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$338K 0.05%
11,083
+298
NEE icon
166
NextEra Energy
NEE
$181B
$330K 0.05%
3,558
+43
KO icon
167
Coca-Cola
KO
$340B
$330K 0.05%
4,339
-33
PPT
168
Putnam Premier Income Trust
PPT
$334M
$329K 0.05%
92,640
+21,549
BSCQ icon
169
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.83B
$318K 0.05%
16,266
-577
VIG icon
170
Vanguard Dividend Appreciation ETF
VIG
$109B
$311K 0.04%
1,448
+59
VXF icon
171
Vanguard Extended Market ETF
VXF
$29.7B
$311K 0.04%
1,509
+9
RTX icon
172
RTX Corp
RTX
$242B
$310K 0.04%
1,609
+19
IWM icon
173
iShares Russell 2000 ETF
IWM
$78.3B
$307K 0.04%
1,238
-314
NOW icon
174
ServiceNow
NOW
$128B
$305K 0.04%
2,915
+32
IMO icon
175
Imperial Oil
IMO
$57.4B
$304K 0.04%
2,322
5 6
7
8 9