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
101
$200K 0.18%
+2,276
102
$182K 0.16%
+16,775
103
$114K 0.1%
12,421
-973
104
$36K 0.03%
57
-3
105
$16K 0.01%
17,705
+1,424
106
$14K 0.01%
+7,972
107
$10K 0.01%
+29,195
108
– –
-13,220
109
– –
-18,054
110
– –
-19,640
111
– –
-792
112
– –
-30,172
113
– –
-35,569
1 2 3 4
5