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
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.06%
613
-2
152
$280K 0.06%
+15,331
153
$279K 0.06%
3,095
-630
154
$278K 0.06%
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-49
155
$275K 0.06%
8,172
-11,291
156
$274K 0.06%
+5,375
157
$274K 0.06%
+6,527
158
$271K 0.06%
1,444
-15,015
159
$269K 0.06%
909
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160
$261K 0.06%
2,716
+41
161
$258K 0.05%
+11,034
162
$257K 0.05%
567
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163
$252K 0.05%
7,995
164
$242K 0.05%
3,979
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165
$239K 0.05%
4,554
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166
$237K 0.05%
2,017
-1,055
167
$227K 0.05%
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168
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169
$226K 0.05%
+21,901
170
$223K 0.05%
2,873
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171
$222K 0.05%
1,681
-2,623
172
$221K 0.05%
+2,038
173
$220K 0.05%
3,126
-140
174
$211K 0.04%
+5,122
175
$208K 0.04%
+4,226
5 6
7
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