MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.39M
3
+$3.61M
4
L icon
Loews
L
+$2.78M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

1
+$16.5M
2
+$6.22M
3
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
BA icon
Boeing
BA
+$3.26M

Sector Composition

1 Technology 21.95%
2 Financials 17.89%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.1M 8.96%
2,389,222
+110,487
2
$48.4M 7.87%
2,075,834
+474,723
3
$24.6M 4%
50,655
+621
4
$23.1M 3.76%
112,648
+2,605
5
$22.3M 3.62%
101,483
+1,682
6
$21.2M 3.44%
119,293
+5,865
7
$18M 2.93%
24,430
+590
8
$16.9M 2.74%
58,171
+628
9
$16.7M 2.71%
33,586
+687
10
$16M 2.59%
106,747
+4,910
11
$15.6M 2.53%
108,775
+4,027
12
$13.3M 2.16%
100,080
+2,157
13
$11.5M 1.87%
123,442
+10,118
14
$11.2M 1.82%
60,391
+5,667
15
$9.77M 1.59%
332,143
+20,251
16
$9.76M 1.59%
61,753
+293
17
$9.7M 1.58%
2,424,565
+230,159
18
$9.3M 1.51%
52,789
+1,670
19
$8.7M 1.41%
42,509
+3,397
20
$7.27M 1.18%
405,202
+25,307
21
$6.51M 1.06%
18,336
-312
22
$6.37M 1.04%
28,474
+2,126
23
$6.11M 0.99%
5,822
+82
24
$6.01M 0.98%
50,364
+1,291
25
$5.85M 0.95%
82,370
+6,381
1
2 3 4 5