MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$274K 0.04%
591
+11
177
$268K 0.04%
1,615
+9
178
$265K 0.04%
6,364
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179
$259K 0.04%
811
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180
$255K 0.04%
1,116
-25
181
$251K 0.04%
+2,026
182
$248K 0.04%
5,846
-196
183
$244K 0.04%
3,515
-220
184
$243K 0.04%
+2,863
185
$241K 0.04%
1,867
186
$239K 0.04%
8,176
187
$233K 0.04%
6,944
188
$232K 0.04%
413
189
$229K 0.04%
+3,254
190
$224K 0.04%
1,644
-155
191
$218K 0.04%
+4,243
192
$217K 0.04%
+2,000
193
$208K 0.03%
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194
$158K 0.03%
10,093
-69
195
$127K 0.02%
18,000
196
$122K 0.02%
11,779
197
$77.4K 0.01%
75,109
-3,058
198
$35.8K 0.01%
22,089
199
$15.4K ﹤0.01%
2,261
-32
200
$10.4K ﹤0.01%
17,000
+2,000
5 6 7
8
9