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
$125M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.84M
3
+$1.68M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.57M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.19M

Top Sells

1
+$6.21M
2
+$5.97M
3
+$5.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.78M

Sector Composition

1 Financials 16.75%
2 Communication Services 11.74%
3 Technology 10.37%
4 Healthcare 10.3%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$836K 0.67%
+39,531
52
$835K 0.67%
+39,379
53
$826K 0.66%
+40,441
54
$823K 0.66%
+40,845
55
$818K 0.66%
7,922
-220
56
$802K 0.64%
13,713
-1,282
57
$786K 0.63%
+37,134
58
$784K 0.63%
+37,333
59
$778K 0.62%
+31,014
60
$775K 0.62%
+40,464
61
$774K 0.62%
+37,788
62
$774K 0.62%
+37,010
63
$764K 0.61%
26,316
-2,495
64
$757K 0.61%
12,081
-664
65
$736K 0.59%
+32,574
66
$734K 0.59%
10,004
-386
67
$726K 0.58%
+29,929
68
$675K 0.54%
+26,990
69
$654K 0.52%
13,643
-37,033
70
$644K 0.52%
32,913
+13,656
71
$633K 0.51%
7,316
-68,997
72
$627K 0.5%
+25,960
73
$575K 0.46%
+23,256
74
$575K 0.46%
+22,823
75
$563K 0.45%
+21,334
1 2
3
4 5