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MCP
Mirador Capital Partners Portfolio holdings
AUM
$816M
1-Year Est. Return
42.46%
This Fund
S&P 500
This Quarter
Est. Return
+27.16%
1 Year Est. Return
+42.46%
3 Year Est. Return
+102.43%
5 Year Est. Return
+126.93%
10 Year Est. Return
+392.96%
AUM
$816M
AUM Growth
+$110M
(+16%)
Cap. Flow
+$8.12M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
39.66%
Holding
227
New
24
Increased
102
Reduced
74
Closed
11
Top Buys
| 1 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
+$11.7M |
| 2 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
+$5.94M |
| 3 |
Netflix
NFLX
|
+$3.54M |
| 4 |
Arista Networks
ANET
|
+$3.33M |
| 5 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$3.2M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$13.4M |
| 2 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$11.8M |
| 3 |
Chubb
CB
|
+$6.87M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$5.7M |
| 5 |
Loews
L
|
+$3.4M |
Sector Composition
| 1 | Technology | 26.2% |
| 2 | Financials | 12.64% |
| 3 | Healthcare | 11.13% |
| 4 | Communication Services | 10.86% |
| 5 | Consumer Discretionary | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHY
201
Calamos Convertible and High Income Fund
CHY
$1.09B
| $258K | 0.03% |
18,933
+215
| +1% | +$2.71K |
|
202
Zillow
Z
$7.67B
| $252K | 0.03% |
8,005
-70,474
| -90% | -$2.71M |
|
203
Brookfield Infrastructure Partners
BIP
$17.9B
| $249K | 0.03% |
6,832
| – | – |
|
204
Alibaba
BABA
$285B
| $246K | 0.03% |
2,558
+310
| +14% | +$38.8K |
|
205
Mastercard
MA
$476B
| $235K | 0.03% |
457
| – | – |
|
206
Annaly Capital Management
NLY
$17.2B
| $233K | 0.03% |
10,402
+704
| +7% | +$15.5K |
|
|
RAL
207
Ralliant Corp
RAL
$7.56B
| $227K | 0.03% |
+3,081
| New | +$172K |
|
208
American Water Works
AWK
$25.6B
| $224K | 0.03% |
1,704
+1
| +0.1% | +$128 |
|
209
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $220K | 0.03% |
3,091
-83
| -3% | -$5.78K |
|
210
Kimberly-Clark
KMB
$35.6B
| $218K | 0.03% |
+1,987
| New | +$197K |
|
211
Clearway Energy Class C
CWEN
$5.37B
| $217K | 0.03% |
6,338
| – | – |
|
212
American Express
AXP
$246B
| $213K | 0.03% |
+630
| New | +$202K |
|
213
Western Digital
WDC
$174B
| $210K | 0.03% |
+328
| New | +$159K |
|
214
Duke Energy
DUK
$97.8B
| $209K | 0.03% |
1,653
| – | – |
|
215
Plug Power
PLUG
$3.03B
| $63K | 0.01% |
23,246
+1,792
| +8% | +$5.63K |
|
216
AEye
LIDR
$59.3M
| $58.4K | 0.01% |
40,558
-6,037
| -13% | -$10.9K |
|
|
217
Chubb
CB
$132B
| – | – |
-21,081
| Closed | -$6.87M |
|
218
CubeSmart
CUBE
$9.2B
| – | – |
-13,761
| Closed | -$504K |
|
219
Fair Isaac
FICO
$28.2B
| – | – |
-892
| Closed | -$952K |
|
220
VanEck Gold Miners ETF
GDX
$22.4B
| – | – |
-2,795
| Closed | -$257K |
|
221
Honeywell
HON
$70.3B
| – | – |
-4,865
| Closed | -$1.1M |
|
222
KB Home
KBH
$3.46B
| – | – |
-3,964
| Closed | -$205K |
|
|
223
Loews
L
$23.2B
| – | – |
-31,810
| Closed | -$3.4M |
|
224
ServiceNow
NOW
$108B
| – | – |
-2,915
| Closed | -$305K |
|
|
225
ProShares Short S&P500
SH
$872M
| – | – |
-352,756
| Closed | -$13.4M |
|
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