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
$114M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.53M
3
+$2.59M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.75M

Top Sells

1
+$2.12M
2
+$1.36M
3
+$1.3M
4
M icon
Macy's
M
+$1.19M
5
AXP icon
American Express
AXP
+$1.15M

Sector Composition

1 Financials 16.8%
2 Technology 12.33%
3 Communication Services 11.59%
4 Healthcare 10.83%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$804K 0.71%
12,745
-82
52
$779K 0.68%
+20,019
53
$707K 0.62%
8,776
-116
54
$696K 0.61%
10,390
-130
55
$659K 0.58%
14,995
-29,693
56
$548K 0.48%
6,824
-64
57
$533K 0.47%
5,357
-18
58
$526K 0.46%
22,758
-2,574
59
$513K 0.45%
3,613
+188
60
$483K 0.42%
5,528
+2
61
$409K 0.36%
7,557
-60
62
$407K 0.36%
3,442
-194
63
$405K 0.36%
13,903
+607
64
$397K 0.35%
19,257
-1,723
65
$392K 0.34%
2,431
+6
66
$383K 0.34%
+14,480
67
$375K 0.33%
4,182
-300
68
$373K 0.33%
11,829
+17
69
$347K 0.3%
28,624
70
$341K 0.3%
5,157
+494
71
$336K 0.3%
6,530
-433
72
$328K 0.29%
20,984
-3,852
73
$326K 0.29%
1,463
74
$321K 0.28%
9,287
+9
75
$310K 0.27%
3,186
-120
1 2
3
4 5