MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.95M
3
+$1.89M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.86M
5
DIS icon
Walt Disney
DIS
+$1.6M

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.23M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.85M
5
DAL icon
Delta Air Lines
DAL
+$1.72M

Sector Composition

1 Technology 15.54%
2 Financials 11.91%
3 Communication Services 10.63%
4 Healthcare 9.61%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.94M 3.22%
125,092
+1,024
2
$5.69M 3.09%
268,330
+60,867
3
$5.64M 3.06%
132,740
+1,367
4
$5.55M 3.01%
27,649
-467
5
$5.49M 2.98%
259,943
+92,562
6
$5.48M 2.97%
260,409
+89,826
7
$5.41M 2.94%
260,288
+89,286
8
$4.51M 2.44%
83,917
+232
9
$4.38M 2.38%
182,642
+1,313
10
$4.15M 2.25%
101,470
-59,821
11
$4.06M 2.2%
+36,673
12
$3.83M 2.08%
22,998
+1,084
13
$3.63M 1.97%
172,510
-868
14
$3.6M 1.95%
61,380
-1,940
15
$3.6M 1.95%
61,140
-760
16
$3.31M 1.8%
32,725
+201
17
$3.07M 1.67%
51,928
-622
18
$2.93M 1.59%
32,900
-60
19
$2.88M 1.56%
17,593
-287
20
$2.79M 1.51%
371,819
+2,490
21
$2.76M 1.5%
47,317
-1,289
22
$2.71M 1.47%
77,579
-2,887
23
$2.57M 1.39%
9,386
-356
24
$2.44M 1.32%
18,761
+1,660
25
$2.2M 1.19%
19,808
+14,452
1
2 3 4 5