MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$3.55M
3
+$3.4M
4
BAC icon
Bank of America
BAC
+$2.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.2M

Top Sells

1
+$11.3M
2
+$4.37M
3
+$2.55M
4
NKE icon
Nike
NKE
+$2.24M
5
T icon
AT&T
T
+$2.12M

Sector Composition

1 Technology 14.67%
2 Financials 13.61%
3 Healthcare 13.55%
4 Communication Services 8.06%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.49%
32,656
-2,182
52
$1.99M 0.47%
56,584
-2,148
53
$1.89M 0.45%
10,274
+362
54
$1.84M 0.44%
33,049
+6,478
55
$1.82M 0.43%
81,405
-3,124
56
$1.8M 0.43%
4,036
-576
57
$1.75M 0.42%
21,743
-800
58
$1.54M 0.36%
14,498
-5,110
59
$1.45M 0.34%
15,556
-864
60
$1.45M 0.34%
132,748
+2,040
61
$1.29M 0.31%
13,849
-4,210
62
$1.29M 0.31%
11,774
-606
63
$1.28M 0.3%
403,472
-27,710
64
$1.26M 0.3%
50,350
65
$1.26M 0.3%
5,982
+1,019
66
$1.25M 0.3%
61,587
-193
67
$1.23M 0.29%
107,001
+30,558
68
$1.16M 0.27%
16,002
+2,198
69
$1.15M 0.27%
121,255
+20,747
70
$1.1M 0.26%
4,963
-301
71
$1.04M 0.25%
10,394
+6
72
$1.02M 0.24%
19,460
-2,389
73
$960K 0.23%
62,511
+28,007
74
$946K 0.22%
38,000
+4,000
75
$906K 0.21%
37,158
-1,026
1 2
3
4 5