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
$494M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.06M
3
+$7.91M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$4.96M
5
SKY icon
Champion Homes
SKY
+$3.63M

Top Sells

1
+$5.43M
2
+$4.51M
3
+$4.17M
4
TUFN
Tufin Software Technologies Ltd.
TUFN
+$1.43M
5
PSQ icon
ProShares Short QQQ
PSQ
+$1.3M

Sector Composition

1 Technology 17.29%
2 Financials 14.31%
3 Healthcare 13.3%
4 Consumer Discretionary 9.74%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.55%
115,060
+749
52
$2.68M 0.54%
70,842
+18,914
53
$2.64M 0.53%
11,012
+429
54
$2.38M 0.48%
232,407
+24,867
55
$2.35M 0.48%
23,946
+407
56
$2.26M 0.46%
25,747
+956
57
$2.24M 0.45%
6,126
58
$2.21M 0.45%
4,587
-785
59
$1.9M 0.38%
17,083
+114
60
$1.89M 0.38%
22,206
+578
61
$1.88M 0.38%
71,443
+1,535
62
$1.75M 0.35%
16,796
+424
63
$1.71M 0.35%
8,036
-2,510
64
$1.67M 0.34%
21,947
+464
65
$1.63M 0.33%
+27,664
66
$1.6M 0.32%
113,461
+12,164
67
$1.58M 0.32%
405,794
+10,195
68
$1.58M 0.32%
8,234
+81
69
$1.51M 0.3%
13,645
+310
70
$1.5M 0.3%
8,485
+528
71
$1.4M 0.28%
15,424
+500
72
$1.36M 0.28%
12,508
+397
73
$1.3M 0.26%
84,070
+3,408
74
$1.27M 0.26%
8,948
-370
75
$1.27M 0.26%
10,583
1 2
3
4 5