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
$125M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.84M
3
+$1.68M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.57M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.19M

Top Sells

1
+$6.21M
2
+$5.97M
3
+$5.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.78M

Sector Composition

1 Financials 16.75%
2 Communication Services 11.74%
3 Technology 10.37%
4 Healthcare 10.3%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.29%
15,431
+254
27
$1.46M 1.17%
29,634
-1,123
28
$1.36M 1.09%
9,653
-440
29
$1.27M 1.02%
13,690
-515
30
$1.25M 1%
3,283
-131
31
$1.23M 0.99%
29,990
+6,050
32
$1.23M 0.99%
44,650
-1,318
33
$1.23M 0.98%
16,297
-434
34
$1.18M 0.95%
14,106
+3,385
35
$1.18M 0.94%
38,203
-420
36
$1.16M 0.93%
14,055
-443
37
$1.16M 0.93%
17,158
-2,656
38
$1.14M 0.92%
11,689
-690
39
$1.12M 0.9%
37,030
-1,552
40
$1.07M 0.86%
69,290
-1,796
41
$1.06M 0.85%
12,293
+3,517
42
$991K 0.8%
18,573
-325
43
$988K 0.79%
25,760
-810
44
$968K 0.78%
27,807
-108
45
$965K 0.77%
12,375
-182
46
$963K 0.77%
19,319
-700
47
$947K 0.76%
9,210
-336
48
$920K 0.74%
37,642
+23,739
49
$890K 0.71%
12,904
-439
50
$863K 0.69%
11,738
+4,914
1
2
3 4 5