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
$248M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.98M
3
+$3.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.25M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.6M

Top Sells

1
+$4.23M
2
+$3.03M
3
+$2.15M
4
BABA icon
Alibaba
BABA
+$1.94M
5
BA icon
Boeing
BA
+$1.62M

Sector Composition

1 Technology 16.3%
2 Financials 11.96%
3 Healthcare 11.55%
4 Communication Services 9.01%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.68%
10,336
+554
52
$1.52M 0.61%
16,012
+429
53
$1.43M 0.58%
5,470
+100
54
$1.41M 0.57%
21,746
+12,070
55
$1.24M 0.5%
64,059
-4,938
56
$1.22M 0.49%
18,654
-8,048
57
$1.17M 0.47%
19,763
+326
58
$1.13M 0.45%
39,242
+1,507
59
$1.12M 0.45%
6,295
-12
60
$1.11M 0.45%
7,586
+446
61
$1.1M 0.45%
96,799
-22,902
62
$1.1M 0.44%
38,028
+22,858
63
$1.09M 0.44%
5,538
+27
64
$1.09M 0.44%
+102,476
65
$1.09M 0.44%
51,326
+88
66
$1.05M 0.42%
26,179
+577
67
$926K 0.37%
+65,980
68
$924K 0.37%
16,326
+629
69
$920K 0.37%
5,597
+319
70
$908K 0.37%
27,977
+11,882
71
$907K 0.37%
4,278
-9,158
72
$808K 0.33%
4,788
73
$800K 0.32%
+21,688
74
$798K 0.32%
6,391
-176
75
$797K 0.32%
60,319
+13,721
1 2
3
4 5