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
$125M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.84M
3
+$1.68M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.57M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.19M

Top Sells

1
+$6.21M
2
+$5.97M
3
+$5.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.78M

Sector Composition

1 Financials 16.75%
2 Communication Services 11.74%
3 Technology 10.37%
4 Healthcare 10.3%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.44%
2,274
-157
77
$531K 0.43%
+20,582
78
$523K 0.42%
+7,242
79
$514K 0.41%
4,384
-48,662
80
$502K 0.4%
5,341
-16
81
$497K 0.4%
+6,323
82
$441K 0.35%
4,881
-647
83
$401K 0.32%
10,147
-1,682
84
$385K 0.31%
3,343
-99
85
$374K 0.3%
6,734
-823
86
$352K 0.28%
4,183
+1
87
$343K 0.28%
15,509
-5,475
88
$336K 0.27%
5,860
-670
89
$327K 0.26%
1,463
90
$325K 0.26%
20,277
+1,860
91
$319K 0.26%
4,976
-181
92
$311K 0.25%
+12,356
93
$307K 0.25%
3,352
+166
94
$304K 0.24%
2,915
-199
95
$303K 0.24%
8,945
-487
96
$300K 0.24%
1,890
-6
97
$297K 0.24%
25,835
-2,789
98
$296K 0.24%
+33,378
99
$285K 0.23%
12,966
+207
100
$284K 0.23%
3,675
+305
2 3
4
5 6