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
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.97M
3
+$3.97M
4
SH icon
ProShares Short S&P500
SH
+$3.88M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$3.48M

Top Sells

1
+$3.4M
2
+$3.15M
3
+$3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
WM icon
Waste Management
WM
+$2.71M

Sector Composition

1 Technology 16.43%
2 Financials 14.31%
3 Healthcare 11.4%
4 Communication Services 7.86%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 0.91%
8,238
-347
27
$4.7M 0.9%
225,752
+9,750
28
$4.67M 0.89%
51,630
+6,020
29
$4.62M 0.88%
32,554
+21,014
30
$4.57M 0.87%
103,485
+1,470
31
$4.53M 0.86%
5,432
-26
32
$4.47M 0.85%
24,746
-719
33
$4.47M 0.85%
21,237
+18,900
34
$4.4M 0.84%
104,759
-3,151
35
$4.18M 0.8%
100,097
+94,975
36
$4.13M 0.79%
5,910
37
$3.96M 0.76%
28,833
+860
38
$3.58M 0.68%
10,647
+780
39
$3.49M 0.67%
73,974
+2,187
40
$3.36M 0.64%
37,917
+2,696
41
$3.26M 0.62%
+16,882
42
$3.25M 0.62%
4,431
+48
43
$3.24M 0.62%
20,508
+833
44
$3.16M 0.6%
41,108
+37,417
45
$3.14M 0.6%
66,828
+1,890
46
$3.02M 0.58%
11,081
-609
47
$2.85M 0.54%
247,008
+100,075
48
$2.58M 0.49%
19,480
+43
49
$2.49M 0.47%
35,455
-13,497
50
$2.47M 0.47%
45,484
+1,889
1
2
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