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MCP

Mirador Capital Partners Portfolio holdings

AUM $816M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+27.16%
1 Year Est. Return
+42.46%
3 Year Est. Return
+102.43%
5 Year Est. Return
+126.93%
10 Year Est. Return
+392.96%
AUM
$816M
AUM Growth
+$110M
Cap. Flow
+$8.12M
Cap. Flow %
0.99%
Top 10 Hldgs %
39.66%
Holding
227
New
24
Increased
102
Reduced
74
Closed
11

Top Buys

1
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$11.7M
2
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$5.94M
3
NFLX icon
Netflix
NFLX
+$3.54M
4
ANET icon
Arista Networks
ANET
+$3.33M
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$3.2M

Top Sells

1
SH icon
ProShares Short S&P500
SH
+$13.4M
2
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$11.8M
3
CB icon
Chubb
CB
+$6.87M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.7M
5
L icon
Loews
L
+$3.4M

Sector Composition

1 Technology 26.2%
2 Financials 12.64%
3 Healthcare 11.13%
4 Communication Services 10.86%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RS icon
176
Reliance Steel & Aluminium
RS
$19.9B
$364K 0.04%
+973
New +$356K
MCD icon
177
McDonald's
MCD
$190B
$354K 0.04%
1,311
-110
-8% -$31.5K
KO icon
178
Coca-Cola
KO
$357B
$353K 0.04%
4,339
– –
CRM icon
179
Salesforce
CRM
$137B
$334K 0.04%
2,130
-482
-18% -$84.8K
MO icon
180
Altria Group
MO
$119B
$333K 0.04%
4,625
+221
+5% +$15.4K
NVS icon
181
Novartis
NVS
$289B
$328K 0.04%
2,090
+216
+12% +$32.4K
VIG icon
182
Vanguard Dividend Appreciation ETF
VIG
$110B
$327K 0.04%
1,384
-64
-4% -$14.7K
XLI icon
183
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$319K 0.04%
1,724
-10
-0.6% -$1.74K
VCV icon
184
Invesco California Value Municipal Income Trust
VCV
$529M
$316K 0.04%
29,280
+17,500
+149% +$186K
XLY icon
185
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$315K 0.04%
2,686
-1,759
-40% -$205K
BSCQ icon
186
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$314K 0.04%
16,100
-166
-1% -$3.24K
ADI icon
187
Analog Devices
ADI
$189B
$313K 0.04%
789
+37
+5% +$14.6K
PSA icon
188
Public Storage
PSA
$55.6B
$311K 0.04%
979
+1
+0.1% +$306
PDP icon
189
Invesco Dorsey Wright Momentum ETF
PDP
$1.51B
$303K 0.04%
2,000
– –
SGVT
190
Schwab Government Money Market ETF
SGVT
$782M
$303K 0.04%
3,006
+24
+0.8% +$2.42K
RTX icon
191
RTX Corp
RTX
$262B
$294K 0.04%
1,551
-58
-4% -$10.6K
SCHG icon
192
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
$289K 0.04%
8,539
+28
+0.3% +$928
NZF icon
193
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$288K 0.04%
+22,729
New +$285K
SLV icon
194
iShares Silver Trust
SLV
$27.6B
$288K 0.04%
+5,384
New +$357K
MCHP icon
195
Microchip Technology
MCHP
$46.2B
$287K 0.04%
3,146
– –
PM icon
196
Philip Morris
PM
$280B
$272K 0.03%
1,502
+50
+3% +$8.67K
NMZ icon
197
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.24B
$269K 0.03%
+25,438
New +$261K
SRLN icon
198
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$262K 0.03%
6,493
+47
+0.7% +$1.9K
IMO icon
199
Imperial Oil
IMO
$58B
$260K 0.03%
2,322
– –
ASML icon
200
ASML
ASML
$689B
$259K 0.03%
+130
New +$207K
6 7
8
9 10

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