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
$248M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.98M
3
+$3.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.25M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.6M

Top Sells

1
+$4.23M
2
+$3.03M
3
+$2.15M
4
BABA icon
Alibaba
BABA
+$1.94M
5
BA icon
Boeing
BA
+$1.62M

Sector Composition

1 Technology 16.3%
2 Financials 11.96%
3 Healthcare 11.55%
4 Communication Services 9.01%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.21%
+20,541
102
$505K 0.2%
9,120
-6,437
103
$505K 0.2%
6,438
+54
104
$500K 0.2%
5,683
-397
105
$493K 0.2%
5,883
-796
106
$491K 0.2%
18,954
-16,935
107
$491K 0.2%
3,276
-2,446
108
$482K 0.19%
7,645
-8,136
109
$479K 0.19%
+17,518
110
$462K 0.19%
5,237
+243
111
$457K 0.18%
5,684
+196
112
$453K 0.18%
16,847
-67
113
$446K 0.18%
8,425
+599
114
$435K 0.18%
6,927
+79
115
$432K 0.17%
3,169
-184
116
$429K 0.17%
4,538
+265
117
$426K 0.17%
12,103
+1,529
118
$410K 0.17%
732
+23
119
$402K 0.16%
5,757
-1,893
120
$389K 0.16%
9,450
121
$385K 0.16%
7,944
+2,034
122
$378K 0.15%
+1,958
123
$377K 0.15%
7,448
+110
124
$377K 0.15%
3,283
+594
125
$374K 0.15%
1,758
+100
3 4
5
6 7