MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$19.9M
2
+$19.8M
3
+$4.61M
4
CVX icon
Chevron
CVX
+$1.79M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.77M

Top Sells

1
+$34.5M
2
+$7.34M
3
+$2.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.77M
5
GS icon
Goldman Sachs
GS
+$2.67M

Sector Composition

1 Technology 16.55%
2 Financials 15.4%
3 Healthcare 11.92%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.04%
+8,127
177
$204K 0.04%
+1,445
178
$153K 0.03%
+24,801
179
$120K 0.03%
16,127
+214
180
$115K 0.02%
11,779
+6
181
$38.7K 0.01%
38,690
+9,000
182
$35.1K 0.01%
110,000
183
– –
-1,768
184
– –
-4,503
185
– –
-1,591
186
– –
-18,339
187
– –
-3,271
188
– –
-8,255
189
– –
-1,509
190
– –
-5,019
191
– –
-104,425
192
– –
-155,387
193
– –
-4,204
194
– –
-23,702
195
– –
-39
196
– –
-9,216
197
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-9,510
198
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-7,708
199
– –
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200
– –
-4,922
5 6 7
8
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