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
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.97M
3
+$3.97M
4
SH icon
ProShares Short S&P500
SH
+$3.88M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$3.48M

Top Sells

1
+$3.4M
2
+$3.15M
3
+$3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
WM icon
Waste Management
WM
+$2.71M

Sector Composition

1 Technology 16.43%
2 Financials 14.31%
3 Healthcare 11.4%
4 Communication Services 7.86%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$809K 0.15%
9,397
+877
102
$795K 0.15%
37,111
+1,037
103
$753K 0.14%
30,378
-7,844
104
$751K 0.14%
12,441
+968
105
$688K 0.13%
15,221
+782
106
$684K 0.13%
57,995
+1,825
107
$682K 0.13%
5,433
-91
108
$677K 0.13%
12,006
-40
109
$667K 0.13%
36,155
+2,885
110
$667K 0.13%
2,214
-28
111
$664K 0.13%
5,424
+60
112
$644K 0.12%
12,450
-303
113
$636K 0.12%
16,311
+202
114
$632K 0.12%
14,733
+722
115
$614K 0.12%
14,625
-241
116
$599K 0.11%
6,757
+91
117
$591K 0.11%
7,915
+497
118
$590K 0.11%
2,076
+586
119
$569K 0.11%
22,125
+1,941
120
$566K 0.11%
21,057
+105
121
$560K 0.11%
29,851
+14,580
122
$551K 0.11%
991
-20
123
$530K 0.1%
8,720
-200
124
$519K 0.1%
3,510
-14
125
$506K 0.1%
19,836
+1,515
3 4
5
6 7