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
$125M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.88M
3
+$1.79M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.49M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.13M

Top Sells

1
+$6.01M
2
+$5.94M
3
+$5.78M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.74M

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
126
– –
-3,023
127
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-2,276
128
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-3,046
129
– –
-14,480
130
– –
-23,139
131
– –
-22,758
132
– –
-73,880
133
– –
-787
134
– –
-3,720
135
– –
-29,195
2 3 4 5
6