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
$99.7M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.96M
2 +$2.79M
3 +$2.31M
4
UAA icon
Under Armour
UAA
+$1.11M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.01M

Top Sells

1 +$1.22M
2 +$1.2M
3 +$1.17M
4
MDLZ icon
Mondelez International
MDLZ
+$1.16M
5
URI icon
United Rentals
URI
+$1.16M

Sector Composition

1 Financials 22.48%
2 Technology 14.09%
3 Communication Services 13.69%
4 Healthcare 12.4%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$308K 0.31%
3,210
-100
77
$305K 0.31%
+4,060
78
$304K 0.3%
+9,775
79
$292K 0.29%
6,499
+376
80
$292K 0.29%
3,036
-495
81
$291K 0.29%
1,896
+312
82
$275K 0.28%
18,054
+1,104
83
$271K 0.27%
4,823
-17
84
$271K 0.27%
+7,045
85
$254K 0.25%
5,746
-667
86
$249K 0.25%
+11,200
87
$244K 0.24%
3,569
-432
88
$231K 0.23%
+1,580
89
$227K 0.23%
+815
90
$220K 0.22%
2,811
-304
91
$219K 0.22%
3,124
-352
92
$216K 0.22%
+3,794
93
$213K 0.21%
+3,106
94
$211K 0.21%
10,063
95
$200K 0.2%
+792
96
$119K 0.12%
13,394
-16,561
97
$42K 0.04%
60
98
$17K 0.02%
16,281
+5,010
99
-24,713
100
-43,027