MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$430K 0.07%
5,371
+79
152
$428K 0.07%
1,466
+1
153
$418K 0.07%
4,000
154
$404K 0.07%
1,785
+45
155
$404K 0.07%
2,970
+171
156
$375K 0.06%
1,278
+1
157
$369K 0.06%
31,273
-79
158
$368K 0.06%
647
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159
$365K 0.06%
14,438
-80
160
$348K 0.06%
12,573
-414
161
$337K 0.05%
4,758
162
$334K 0.05%
1,435
+72
163
$330K 0.05%
1,057
-10,104
164
$330K 0.05%
1,711
-6
165
$314K 0.05%
776
166
$307K 0.05%
1,100
-16
167
$301K 0.05%
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168
$297K 0.05%
15,221
-1,483
169
$290K 0.05%
7,597
+55
170
$288K 0.05%
13,923
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171
$286K 0.05%
1,395
+111
172
$284K 0.05%
1,562
+161
173
$282K 0.05%
8,349
+57
174
$277K 0.05%
1,970
175
$275K 0.04%
3,297
+416
5 6
7
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