MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.31M
3
+$1.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.29M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M

Top Sells

1
+$2.37M
2
+$2.21M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.63M
5
MAT icon
Mattel
MAT
+$1.23M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.64%
3 Communication Services 11.53%
4 Technology 10.59%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.21%
1,577
+89
102
$289K 0.21%
+1,225
103
$274K 0.2%
8,724
+991
104
$272K 0.2%
+7,950
105
$271K 0.2%
3,528
+223
106
$271K 0.2%
+4,535
107
$270K 0.2%
8,619
+189
108
$267K 0.19%
5,963
+129
109
$266K 0.19%
+3,220
110
$266K 0.19%
+4,180
111
$263K 0.19%
+3,800
112
$259K 0.19%
27,101
+1,266
113
$252K 0.18%
+4,529
114
$244K 0.18%
2,923
+52
115
$238K 0.17%
6,718
+424
116
$237K 0.17%
3,527
+68
117
$236K 0.17%
+16,925
118
$235K 0.17%
10,204
-168
119
$232K 0.17%
+3,000
120
$230K 0.17%
3,499
+102
121
$229K 0.17%
+2,807
122
$227K 0.17%
3,952
+225
123
$212K 0.15%
+1,200
124
$207K 0.15%
+5,606
125
$203K 0.15%
+4,890
3 4
5
6 7