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
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.97M
3
+$3.97M
4
SH icon
ProShares Short S&P500
SH
+$3.88M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$3.48M

Top Sells

1
+$3.4M
2
+$3.15M
3
+$3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
WM icon
Waste Management
WM
+$2.71M

Sector Composition

1 Technology 16.43%
2 Financials 14.31%
3 Healthcare 11.4%
4 Communication Services 7.86%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.44%
10,016
-145
52
$2.16M 0.41%
102,797
-71,702
53
$1.9M 0.36%
12,963
+33
54
$1.85M 0.35%
14,985
+86
55
$1.8M 0.34%
8,797
+18
56
$1.72M 0.33%
403,025
+31,474
57
$1.7M 0.33%
14,916
+1,453
58
$1.61M 0.31%
12,180
-360
59
$1.56M 0.3%
15,416
+204
60
$1.51M 0.29%
4,697
+336
61
$1.51M 0.29%
35,975
+1,463
62
$1.5M 0.29%
122,445
+644
63
$1.49M 0.28%
3,726
+321
64
$1.44M 0.28%
15,345
+1,643
65
$1.41M 0.27%
22,332
+16,254
66
$1.33M 0.25%
11,854
+646
67
$1.32M 0.25%
2,033
68
$1.32M 0.25%
7,794
+216
69
$1.27M 0.24%
7,208
+1,929
70
$1.23M 0.24%
4,532
+685
71
$1.2M 0.23%
47,073
-5,488
72
$1.19M 0.23%
318,373
+265,835
73
$1.19M 0.23%
+1,529
74
$1.19M 0.23%
6,220
+891
75
$1.17M 0.22%
14,288
+95
1 2
3
4 5