MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.31M
3
+$1.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.29M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M

Top Sells

1
+$2.37M
2
+$2.21M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.63M
5
MAT icon
Mattel
MAT
+$1.23M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.64%
3 Communication Services 11.53%
4 Technology 10.59%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$936K 0.68%
9,138
-72
52
$921K 0.67%
13,921
+208
53
$920K 0.67%
25,651
-109
54
$900K 0.66%
36,531
+6,602
55
$892K 0.65%
42,190
+4,857
56
$888K 0.65%
43,681
+2,836
57
$887K 0.65%
43,112
+2,671
58
$885K 0.64%
42,044
+5,034
59
$842K 0.61%
39,653
+2,519
60
$838K 0.61%
40,510
+2,722
61
$834K 0.61%
43,418
+2,954
62
$831K 0.61%
33,941
+7,981
63
$809K 0.59%
31,946
+4,956
64
$800K 0.58%
9,961
-43
65
$773K 0.56%
8,807
+1,491
66
$750K 0.55%
33,150
+576
67
$741K 0.54%
5,948
+2,605
68
$711K 0.52%
33,843
+930
69
$675K 0.49%
26,991
+3,735
70
$641K 0.47%
12,427
-1,216
71
$623K 0.45%
23,317
+1,983
72
$601K 0.44%
6,323
73
$564K 0.41%
6,279
+2,096
74
$538K 0.39%
20,919
+337
75
$512K 0.37%
3,076
+1,186
1 2
3
4 5