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
201
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202
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203
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-9,510
204
– –
-260,758
205
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-3,402
206
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-1,735
207
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-11,469
208
– –
-20,482
209
– –
-70,350
210
– –
-1,467,301
5 6 7 8
9