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
$321M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.86M
3
+$6.56M
4
BABA icon
Alibaba
BABA
+$4.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.37M

Top Sells

1
+$7.79M
2
+$3.13M
3
+$3.1M
4
DIS icon
Walt Disney
DIS
+$2.13M
5
KO icon
Coca-Cola
KO
+$1.57M

Sector Composition

1 Technology 17.4%
2 Healthcare 11.65%
3 Financials 9.46%
4 Consumer Discretionary 8.5%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 4.13%
163,207
-38,089
2
$12.4M 3.87%
78,880
+1,720
3
$12.2M 3.81%
105,609
-3,779
4
$9.43M 2.94%
44,265
+3,334
5
$8.69M 2.71%
378,624
+286,115
6
$7.75M 2.41%
338,880
+300,110
7
$7.6M 2.37%
309,843
+294,024
8
$7.43M 2.32%
340,947
+32,141
9
$7.41M 2.31%
339,350
+34,760
10
$7.32M 2.28%
343,248
+6,609
11
$6.2M 1.93%
182,596
+8,176
12
$6.18M 1.92%
23,582
+357
13
$5.92M 1.84%
20,132
+15,165
14
$5.67M 1.77%
77,420
+5,800
15
$5.62M 1.75%
56,673
-9,544
16
$5.23M 1.63%
71,120
-1,340
17
$5.1M 1.59%
37,666
+1,512
18
$5.03M 1.57%
97,219
-662
19
$4.75M 1.48%
214,012
+120,627
20
$4.73M 1.48%
211,757
+195,499
21
$4.66M 1.45%
10,543
+222
22
$4.56M 1.42%
25,733
+5,423
23
$4.39M 1.37%
84,184
+4,146
24
$4.27M 1.33%
20,318
+1,406
25
$3.62M 1.13%
18,118
+580
1
2 3 4 5