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
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
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%
+289
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
– –
-4,503
184
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-1,591
185
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-18,339
186
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-3,271
187
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-8,255
188
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-1,509
189
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-4,204
190
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-23,702
191
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-7,708
192
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-53,509
193
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-4,922
194
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-1,000
195
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-2,661
196
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-70,622
197
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-1,768
198
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-5,019
199
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-104,425
200
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-155,387
5 6 7
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