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
$99.7M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.79M
3
+$2.31M
4
UAA icon
Under Armour
UAA
+$1.11M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.01M

Top Sells

1
+$1.22M
2
+$1.2M
3
+$1.17M
4
MDLZ icon
Mondelez International
MDLZ
+$1.16M
5
URI icon
United Rentals
URI
+$1.16M

Sector Composition

1 Financials 22.48%
2 Technology 14.09%
3 Communication Services 13.69%
4 Healthcare 12.4%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.7%
8,892
-6,906
52
$600K 0.6%
4,985
-905
53
$570K 0.57%
6,888
+210
54
$520K 0.52%
5,375
+21
55
$511K 0.51%
3,425
-151
56
$510K 0.51%
25,332
+2,339
57
$499K 0.5%
13,220
+680
58
$484K 0.49%
5,526
-161
59
$451K 0.45%
3,636
+69
60
$426K 0.43%
7,617
+67
61
$415K 0.42%
13,296
-493
62
$401K 0.4%
20,980
-8,281
63
$385K 0.39%
4,482
+27
64
$384K 0.39%
2,425
+776
65
$360K 0.36%
24,836
-410
66
$355K 0.36%
4,663
-339
67
$342K 0.34%
1,463
68
$341K 0.34%
5,595
+306
69
$337K 0.34%
+28,624
70
$335K 0.34%
11,812
+3,241
71
$334K 0.33%
3,456
-1,240
72
$330K 0.33%
9,278
+404
73
$327K 0.33%
3,306
+42
74
$319K 0.32%
6,963
-1,043
75
$316K 0.32%
2,881
-763
1 2
3
4 5