MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
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 +$2.86M
2 +$2.64M
3 +$2.33M
4
UAA icon
Under Armour
UAA
+$1.14M
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 13.78%
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
$292K 0.29%
6,499
+376
79
$292K 0.29%
3,036
-495
80
$291K 0.29%
1,896
+312
81
$275K 0.28%
18,054
+1,104
82
$271K 0.27%
+7,045
83
$271K 0.27%
4,823
-17
84
$254K 0.25%
5,746
-667
85
$249K 0.25%
+11,200
86
$244K 0.24%
3,569
-432
87
$231K 0.23%
+1,580
88
$227K 0.23%
+815
89
$220K 0.22%
2,811
-304
90
$219K 0.22%
3,124
-352
91
$216K 0.22%
+3,794
92
$213K 0.21%
+3,106
93
$211K 0.21%
10,063
94
$200K 0.2%
+792
95
$119K 0.12%
13,394
-16,561
96
$42K 0.04%
60
97
$17K 0.02%
16,281
+5,010
98
-43,027
99
-28,999
100
-6,604