MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.69M
4
NKE icon
Nike
NKE
+$4.47M
5
DIS icon
Walt Disney
DIS
+$3.54M

Top Sells

1
+$37.8M
2
+$15.4M
3
+$2.92M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.4M

Sector Composition

1 Technology 21.41%
2 Financials 16.4%
3 Communication Services 10.57%
4 Healthcare 8.78%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.22%
9,867
-45
77
$1.46M 0.21%
21,895
+2,498
78
$1.46M 0.21%
31,739
-812
79
$1.42M 0.2%
4,780
-2,090
80
$1.39M 0.2%
9,116
-338
81
$1.38M 0.2%
2,022
82
$1.35M 0.19%
11,526
-441
83
$1.34M 0.19%
36,847
-90,763
84
$1.31M 0.19%
193,540
+38,575
85
$1.3M 0.18%
7,786
-122
86
$1.28M 0.18%
7,635
-356
87
$1.24M 0.18%
830
+66
88
$1.23M 0.18%
48,460
-115
89
$1.2M 0.17%
10,662
-422
90
$1.2M 0.17%
1,567
+154
91
$1.19M 0.17%
7,736
-244
92
$1.14M 0.16%
25,926
-1,230
93
$1.13M 0.16%
9,442
-450
94
$1.12M 0.16%
6,046
+1,193
95
$1.12M 0.16%
+515,025
96
$1.12M 0.16%
322,688
-43,231
97
$1.11M 0.16%
9,887
-738
98
$1.11M 0.16%
144,519
+77,173
99
$1.1M 0.16%
3,671
+1,930
100
$1.1M 0.16%
15,063
-161
2 3
4
5 6