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
$248M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.98M
3
+$3.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.25M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.6M

Top Sells

1
+$4.23M
2
+$3.03M
3
+$2.15M
4
BABA icon
Alibaba
BABA
+$1.94M
5
BA icon
Boeing
BA
+$1.62M

Sector Composition

1 Technology 16.3%
2 Financials 11.96%
3 Healthcare 11.55%
4 Communication Services 9.01%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$784K 0.32%
5,577
+216
77
$782K 0.32%
30,118
+553
78
$777K 0.31%
8,371
-437
79
$776K 0.31%
4,688
+1,126
80
$741K 0.3%
22,451
+493
81
$732K 0.3%
16,877
-5,681
82
$704K 0.28%
5,644
+2,555
83
$698K 0.28%
3,316
-1
84
$693K 0.28%
36,494
+26,205
85
$686K 0.28%
11,336
86
$685K 0.28%
22,552
-2,750
87
$643K 0.26%
36,558
+21,212
88
$641K 0.26%
1,968
-4,987
89
$613K 0.25%
10,434
+347
90
$601K 0.24%
46,926
+1,884
91
$598K 0.24%
7,450
+178
92
$596K 0.24%
+16,455
93
$592K 0.24%
7,733
+191
94
$591K 0.24%
12,321
+261
95
$566K 0.23%
4,863
+138
96
$547K 0.22%
11,351
+260
97
$542K 0.22%
4,683
+1,923
98
$537K 0.22%
1,669
-119
99
$531K 0.21%
1,500
100
$523K 0.21%
17,405
-2,613
2 3
4
5 6