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

Top Buys

1
+$8.02M
2
+$5.38M
3
+$2.78M
4
PARA
Paramount Global Class B
PARA
+$2.22M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.09M

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
+$2.69M

Sector Composition

1 Technology 20.59%
2 Financials 13.21%
3 Healthcare 11.65%
4 Consumer Discretionary 11.03%
5 Communication Services 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 3.78%
122,050
+2,487
2
$16M 3.61%
92,840
+1,260
3
$14.8M 3.34%
53,176
+2,116
4
$11.9M 2.69%
508,775
-15,469
5
$11.5M 2.61%
453,184
-14,967
6
$11M 2.49%
113,175
+7,508
7
$10.9M 2.47%
87,300
+4,360
8
$10.9M 2.46%
47,942
+8,749
9
$8.85M 2%
407,177
+75,351
10
$8.78M 1.99%
25,243
+981
11
$8.55M 1.94%
396,255
+68,524
12
$8.45M 1.91%
150,525
+2,483
13
$8.36M 1.89%
68,480
+3,880
14
$8.22M 1.86%
132,728
+129,377
15
$7.8M 1.76%
50,139
+1,540
16
$7.45M 1.68%
335,592
+94,393
17
$7.06M 1.6%
13,992
+531
18
$6.97M 1.58%
25,748
+1,375
19
$6.35M 1.44%
107,152
+10,472
20
$5.98M 1.35%
57,111
+3,574
21
$5.62M 1.27%
251,674
+16,098
22
$5.38M 1.22%
+17,880
23
$5.35M 1.21%
479,161
-7,840
24
$5.32M 1.2%
42,896
-1,572
25
$5.2M 1.18%
21,840
+1,149
1
2 3 4 5