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
126
$637K 0.09%
25,689
-463
127
$636K 0.09%
+15,000
128
$633K 0.09%
1,061
-18
129
$625K 0.09%
12,392
-115
130
$619K 0.09%
3,827
+352
131
$610K 0.09%
2,981
-16
132
$605K 0.09%
4,290
+338
133
$591K 0.08%
6,233
-87
134
$585K 0.08%
3,180
135
$569K 0.08%
2,796
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136
$561K 0.08%
6,672
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137
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1,696
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138
$552K 0.08%
21,597
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139
$545K 0.08%
6,498
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140
$539K 0.08%
13,252
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141
$534K 0.08%
19,564
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142
$531K 0.08%
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144
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145
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146
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30,881
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147
$515K 0.07%
1,845
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148
$496K 0.07%
9,610
-251
149
$486K 0.07%
4,000
150
$484K 0.07%
3,989
4 5
6
7 8