MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.69M
4
NKE icon
Nike
NKE
+$4.47M
5
DIS icon
Walt Disney
DIS
+$3.54M

Top Sells

1
+$37.8M
2
+$15.4M
3
+$2.92M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.4M

Sector Composition

1 Technology 21.41%
2 Financials 16.4%
3 Communication Services 10.57%
4 Healthcare 8.78%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.15%
14,438
-366
102
$1.03M 0.15%
53,533
+17,205
103
$1.01M 0.14%
15,892
-302
104
$1M 0.14%
38,014
-157
105
$981K 0.14%
40,544
+8,871
106
$967K 0.14%
22,174
-638
107
$950K 0.13%
14,619
+6,876
108
$949K 0.13%
81,182
+1,739
109
$946K 0.13%
+19,739
110
$944K 0.13%
13,764
-403
111
$899K 0.13%
77,818
+7,181
112
$874K 0.12%
9,746
+847
113
$862K 0.12%
11,336
-235
114
$839K 0.12%
8,141
+893
115
$835K 0.12%
44,167
-1,433
116
$812K 0.12%
5,997
+505
117
$801K 0.11%
7,511
-68
118
$797K 0.11%
8,894
-266
119
$791K 0.11%
4,168
-425
120
$789K 0.11%
8,182
-217
121
$769K 0.11%
+7,959
122
$744K 0.11%
581,393
+17,723
123
$704K 0.1%
5,869
-600
124
$695K 0.1%
1,456
-4
125
$681K 0.1%
3,087
-40
3 4
5
6 7