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
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.97M
3
+$3.97M
4
SH icon
ProShares Short S&P500
SH
+$3.88M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$3.48M

Top Sells

1
+$3.4M
2
+$3.15M
3
+$3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
WM icon
Waste Management
WM
+$2.71M

Sector Composition

1 Technology 16.43%
2 Financials 14.31%
3 Healthcare 11.4%
4 Communication Services 7.86%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.21%
6,884
+100
77
$1.11M 0.21%
400,151
+11,519
78
$1.11M 0.21%
15,284
79
$1.09M 0.21%
17,564
+1,031
80
$1.08M 0.21%
28,825
+940
81
$1.07M 0.2%
9,214
+434
82
$1.04M 0.2%
5,660
-58
83
$1.04M 0.2%
88,046
-7,146
84
$1.03M 0.2%
5,203
-17
85
$1.02M 0.2%
16,212
-49,916
86
$1.01M 0.19%
6,125
-73
87
$998K 0.19%
+4,437
88
$991K 0.19%
48,525
-80,124
89
$935K 0.18%
22,292
+1,528
90
$934K 0.18%
5,515
+2,413
91
$904K 0.17%
7,399
+586
92
$899K 0.17%
13,868
+289
93
$896K 0.17%
43,329
-13,296
94
$892K 0.17%
141,968
+19,692
95
$879K 0.17%
11,997
+853
96
$865K 0.17%
17,331
-60,157
97
$863K 0.16%
6,537
+475
98
$861K 0.16%
34,564
-5,135
99
$836K 0.16%
16,633
+1,315
100
$826K 0.16%
14,251
+1,055
2 3
4
5 6