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
$114M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.53M
3
+$2.59M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.75M

Top Sells

1
+$2.12M
2
+$1.36M
3
+$1.3M
4
M icon
Macy's
M
+$1.19M
5
AXP icon
American Express
AXP
+$1.15M

Sector Composition

1 Financials 16.8%
2 Technology 12.33%
3 Communication Services 11.59%
4 Healthcare 10.83%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$310K 0.27%
2,818
-63
77
$303K 0.27%
9,432
-343
78
$296K 0.26%
103,396
+99,602
79
$289K 0.25%
3,114
-96
80
$288K 0.25%
1,896
81
$288K 0.25%
2,321
-2,664
82
$287K 0.25%
3,046
+10
83
$287K 0.25%
+12,759
84
$283K 0.25%
4,137
-1,458
85
$280K 0.25%
18,417
+363
86
$269K 0.24%
6,360
-139
87
$268K 0.24%
3,720
-340
88
$266K 0.23%
3,370
-86
89
$266K 0.23%
11,231
+31
90
$256K 0.23%
4,743
-80
91
$240K 0.21%
1,580
92
$239K 0.21%
5,680
-66
93
$228K 0.2%
787
-28
94
$221K 0.19%
3,125
+1
95
$218K 0.19%
10,063
96
$216K 0.19%
3,369
-200
97
$214K 0.19%
+10,372
98
$214K 0.19%
2,818
+7
99
$209K 0.18%
3,023
-83
100
$202K 0.18%
+10,720
1 2 3
4
5