MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.38M
3
+$2.78M
4
PARA
Paramount Global Class B
PARA
+$2.22M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.09M

Top Sells

1
+$6.51M
2
+$2.98M
3
+$2.95M
4
BSMN
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
+$2.87M
5
T icon
AT&T
T
+$2.69M

Sector Composition

1 Technology 20.59%
2 Financials 13.21%
3 Healthcare 11.65%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$408K 0.09%
4,893
+200
152
$407K 0.09%
2,569
-1
153
$406K 0.09%
7,104
+632
154
$403K 0.09%
2,677
-40
155
$398K 0.09%
3,556
-81
156
$384K 0.09%
3,316
-208
157
$382K 0.09%
8,020
+400
158
$381K 0.09%
1,196
+383
159
$380K 0.09%
1,303
+136
160
$369K 0.08%
16,304
161
$368K 0.08%
1,653
162
$367K 0.08%
6,216
+576
163
$361K 0.08%
79,839
+10,521
164
$358K 0.08%
+17,880
165
$356K 0.08%
+1,275
166
$356K 0.08%
2,139
+571
167
$350K 0.08%
4,136
+360
168
$338K 0.08%
19,488
-2,412
169
$331K 0.07%
5,346
+750
170
$331K 0.07%
3,535
+60
171
$330K 0.07%
6,924
-264
172
$329K 0.07%
1,424
-14
173
$317K 0.07%
2,054
+2
174
$315K 0.07%
8,508
-56
175
$315K 0.07%
+19,691
5 6
7
8 9