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

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.56M
4
BABA icon
Alibaba
BABA
+$4.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.37M

Top Sells

1
+$7.79M
2
+$3.13M
3
+$3.1M
4
DIS icon
Walt Disney
DIS
+$2.13M
5
KO icon
Coca-Cola
KO
+$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
176
– –
-20,556
177
– –
-10,162
178
– –
-6,089
4 5 6 7
8