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
$137M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.31M
3
+$1.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.29M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M

Top Sells

1
+$2.37M
2
+$2.21M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.63M
5
MAT icon
Mattel
MAT
+$1.23M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.64%
3 Communication Services 11.53%
4 Technology 10.59%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.13%
10,896
-100
27
$1.53M 1.12%
60,594
+37,771
28
$1.52M 1.11%
9,905
+252
29
$1.51M 1.1%
32,897
+3,263
30
$1.46M 1.06%
45,012
+6,809
31
$1.38M 1%
19,323
+2,165
32
$1.35M 0.98%
39,906
+2,876
33
$1.34M 0.98%
13,830
+140
34
$1.29M 0.94%
+40,467
35
$1.26M 0.92%
19,417
+7,336
36
$1.26M 0.92%
69,228
-62
37
$1.26M 0.92%
3,289
+6
38
$1.21M 0.88%
30,934
+3,127
39
$1.19M 0.87%
14,308
+253
40
$1.17M 0.85%
21,822
+2,503
41
$1.14M 0.83%
+15,383
42
$1.12M 0.81%
22,930
+4,357
43
$1.11M 0.81%
13,996
+1,703
44
$1.1M 0.8%
+46,927
45
$1.07M 0.78%
11,996
-379
46
$1.01M 0.74%
38,241
+599
47
$999K 0.73%
+10,221
48
$994K 0.72%
13,113
+209
49
$981K 0.71%
11,661
-77
50
$938K 0.68%
44,169
+4,638
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