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
$248M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.98M
3
+$3.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.25M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.6M

Top Sells

1
+$4.23M
2
+$3.03M
3
+$2.15M
4
BABA icon
Alibaba
BABA
+$1.94M
5
BA icon
Boeing
BA
+$1.62M

Sector Composition

1 Technology 16.3%
2 Financials 11.96%
3 Healthcare 11.55%
4 Communication Services 9.01%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.16%
8,842
-218
27
$2.79M 1.13%
48,610
+656
28
$2.62M 1.06%
386,272
+64,153
29
$2.58M 1.04%
52,899
+23,923
30
$2.5M 1.01%
38,886
+137
31
$2.41M 0.97%
27,769
-322
32
$2.37M 0.96%
71,233
-353
33
$2.31M 0.93%
14,649
+1,090
34
$2.26M 0.91%
121,413
+1,294
35
$2.22M 0.89%
15,006
+286
36
$2.13M 0.86%
7,248
-60
37
$2.1M 0.85%
72,041
-3,270
38
$2.03M 0.82%
68,816
-1,341
39
$2.02M 0.82%
4,027
+68
40
$1.95M 0.78%
59,286
-12,174
41
$1.88M 0.76%
73,866
+62,951
42
$1.87M 0.75%
87,137
+69,449
43
$1.86M 0.75%
13,408
+171
44
$1.86M 0.75%
13,559
+1,091
45
$1.83M 0.74%
72,564
+11,162
46
$1.82M 0.73%
41,341
-709
47
$1.82M 0.73%
13,348
-223
48
$1.81M 0.73%
246,109
+5,635
49
$1.76M 0.71%
47,403
+548
50
$1.69M 0.68%
12,616
+1
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