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
176
$315K 0.07%
12,380
-116,031
177
$298K 0.07%
5,787
+348
178
$298K 0.07%
3,986
-20
179
$292K 0.07%
8,785
+543
180
$288K 0.07%
2,022
181
$284K 0.06%
+7,704
182
$252K 0.06%
3,752
-142
183
$240K 0.05%
+7,312
184
$235K 0.05%
+1,634
185
$233K 0.05%
1,661
-41
186
$231K 0.05%
49,670
+4,446
187
$230K 0.05%
+3,643
188
$230K 0.05%
2,367
-86
189
$228K 0.05%
3,375
+151
190
$225K 0.05%
568
-1,118
191
$213K 0.05%
+583
192
$208K 0.05%
+735
193
$208K 0.05%
+7,983
194
$198K 0.04%
+23,810
195
$194K 0.04%
13,981
-78
196
$122K 0.03%
+38,539
197
$16K ﹤0.01%
+11,865
198
$12K ﹤0.01%
+679
199
– –
-4,953
200
– –
-6,766
5 6 7
8
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