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
126
$366K 0.15%
+14,018
127
$360K 0.15%
10,441
+117
128
$353K 0.14%
16,460
+6,700
129
$353K 0.14%
253,709
+10,267
130
$350K 0.14%
4,708
+47
131
$344K 0.14%
5,085
-5,408
132
$335K 0.14%
3,730
+52
133
$328K 0.13%
+4,300
134
$326K 0.13%
13,125
+160
135
$317K 0.13%
2,472
-75
136
$315K 0.13%
7,003
-426
137
$315K 0.13%
5,404
-5,985
138
$313K 0.13%
5,820
-39,977
139
$313K 0.13%
8,106
+1,240
140
$313K 0.13%
307,347
+39,298
141
$312K 0.13%
1,643
+28
142
$310K 0.12%
6,778
-7,650
143
$309K 0.12%
11,872
+172
144
$308K 0.12%
1,858
+43
145
$303K 0.12%
2,469
+1
146
$296K 0.12%
25,512
+2,176
147
$290K 0.12%
9,759
-210
148
$277K 0.11%
+3,019
149
$270K 0.11%
6,190
+68
150
$268K 0.11%
1,356
+299
4 5
6
7 8