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
101
$284K 0.23%
2,104
-217
102
$272K 0.22%
2,376
-442
103
$265K 0.21%
10,912
-319
104
$258K 0.21%
10,063
105
$251K 0.2%
8,430
-857
106
$250K 0.2%
3,305
+180
107
$244K 0.2%
+7,733
108
$243K 0.19%
5,834
+154
109
$243K 0.19%
3,727
-410
110
$241K 0.19%
5,000
+257
111
$237K 0.19%
1,488
-92
112
$224K 0.18%
2,871
+53
113
$221K 0.18%
5,743
-617
114
$218K 0.17%
3,459
+90
115
$212K 0.17%
11,259
+539
116
$211K 0.17%
3,397
-99,999
117
$209K 0.17%
+6,294
118
$207K 0.17%
10,372
119
$196K 0.16%
14,894
-1,881
120
$88K 0.07%
+15,026
121
$59K 0.05%
10,478
-1,943
122
$44K 0.04%
48
-9
123
$25K 0.02%
+10,682
124
$20K 0.02%
26,477
+8,772
125
$11K 0.01%
10,102
+2,130
2 3 4
5
6