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
126
$500K 0.1%
3,766
+502
127
$487K 0.09%
2,719
+11
128
$449K 0.09%
+7,874
129
$427K 0.08%
1,112
-55
130
$421K 0.08%
2,043
-11
131
$418K 0.08%
27,182
+3,243
132
$417K 0.08%
4,667
-1,278
133
$416K 0.08%
1,433
+11
134
$410K 0.08%
780
+2
135
$410K 0.08%
16,644
+3,130
136
$398K 0.08%
1,352
-46
137
$395K 0.08%
1,518
138
$393K 0.08%
2,887
-208
139
$391K 0.07%
703
-19
140
$389K 0.07%
14,316
+702
141
$380K 0.07%
5,300
+327
142
$373K 0.07%
1,790
143
$370K 0.07%
1,312
-23
144
$367K 0.07%
+11,356
145
$358K 0.07%
+37,034
146
$357K 0.07%
6,695
+1,320
147
$344K 0.07%
3,026
+1
148
$344K 0.07%
5,379
+1,400
149
$335K 0.06%
+6,487
150
$329K 0.06%
+2,123
4 5
6
7 8