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
$114M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.53M
3
+$2.59M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.75M

Top Sells

1
+$2.12M
2
+$1.36M
3
+$1.3M
4
M icon
Macy's
M
+$1.19M
5
AXP icon
American Express
AXP
+$1.15M

Sector Composition

1 Financials 16.8%
2 Technology 12.33%
3 Communication Services 11.59%
4 Healthcare 10.83%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.31%
54,544
+245
27
$1.39M 1.22%
45,968
-439
28
$1.38M 1.21%
31,063
+3,226
29
$1.31M 1.15%
73,880
-76,392
30
$1.25M 1.1%
19,814
-297
31
$1.24M 1.09%
38,623
-908
32
$1.24M 1.09%
3,414
-32
33
$1.22M 1.08%
38,582
+428
34
$1.21M 1.06%
+30,757
35
$1.2M 1.05%
14,205
-145
36
$1.18M 1.04%
16,731
-131
37
$1.17M 1.03%
14,498
-104
38
$1.13M 1%
12,379
-23,163
39
$1.13M 0.99%
10,721
-82
40
$1.11M 0.98%
28,811
+155
41
$1.1M 0.97%
23,940
-260
42
$1.1M 0.96%
27,915
+20,870
43
$1.05M 0.93%
29,044
-160
44
$1.04M 0.91%
12,557
-440
45
$1.01M 0.89%
71,086
-57,512
46
$982K 0.86%
18,898
-536
47
$927K 0.81%
13,343
-5,328
48
$842K 0.74%
9,546
+121
49
$841K 0.74%
26,570
-100
50
$829K 0.73%
8,142
-38
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2
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