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
$442M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$5.36M
3
+$2.43M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.1M
5
PARA
Paramount Global Class B
PARA
+$2.03M

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
+$2.82M

Sector Composition

1 Technology 20.72%
2 Financials 13.21%
3 Healthcare 11.52%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-1,368
202
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-22,687
203
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-51,740
204
– –
-6,766
205
– –
-4,953
206
– –
-621
207
– –
-7,147
208
– –
-2,125
209
– –
-15,930
210
– –
-4,192
211
– –
-11,971
212
– –
-4,855
5 6 7 8
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