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
$321M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$6.86M
3
+$6.59M
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.38M
5
BABA icon
Alibaba
BABA
+$4M

Top Sells

1
+$7.8M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
WORK
Slack Technologies, Inc.
WORK
+$1.57M

Sector Composition

1 Technology 17.4%
2 Healthcare 11.65%
3 Financials 9.46%
4 Consumer Discretionary 8.5%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.07%
8,766
-1,012
152
$234K 0.07%
+6,565
153
$228K 0.07%
9,474
-940
154
$227K 0.07%
18,384
-37,165
155
$225K 0.07%
+1,789
156
$224K 0.07%
+5,201
157
$223K 0.07%
+2,300
158
$222K 0.07%
+2,589
159
$212K 0.07%
1,645
-1,359
160
$211K 0.07%
16,304
161
$208K 0.06%
+3,572
162
$206K 0.06%
4,006
-200
163
$205K 0.06%
+5,010
164
$205K 0.06%
16,430
-1,287
165
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166
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167
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168
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169
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170
– –
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171
– –
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172
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173
– –
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174
– –
-2,518
175
– –
-24,392
4 5 6
7
8