MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
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
+$9.29M
4
NKE icon
Nike
NKE
+$4.18M
5
DIS icon
Walt Disney
DIS
+$3.45M

Top Sells

1
+$37.8M
2
+$18.6M
3
+$3.31M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.67M

Sector Composition

1 Technology 21.48%
2 Financials 16.32%
3 Communication Services 10.57%
4 Healthcare 8.79%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WY icon
126
Weyerhaeuser
WY
$19.3B
$637K 0.09%
25,689
-463
SLV icon
127
iShares Silver Trust
SLV
$47.6B
$636K 0.09%
+15,000
MDY icon
128
SPDR S&P MidCap 400 ETF Trust
MDY
$25.5B
$633K 0.09%
1,061
-18
ENB icon
129
Enbridge
ENB
$102B
$625K 0.09%
12,392
-115
AMD icon
130
Advanced Micro Devices
AMD
$371B
$619K 0.09%
3,827
+352
AMAT icon
131
Applied Materials
AMAT
$253B
$610K 0.09%
2,981
-16
XLK icon
132
State Street Technology Select Sector SPDR ETF
XLK
$93.5B
$605K 0.09%
4,290
+338
SO icon
133
Southern Company
SO
$97.8B
$591K 0.08%
6,233
-87
NOW icon
134
ServiceNow
NOW
$138B
$585K 0.08%
3,180
IWD icon
135
iShares Russell 1000 Value ETF
IWD
$71.6B
$569K 0.08%
2,796
+12
MRVL icon
136
Marvell Technology
MRVL
$68.2B
$561K 0.08%
6,672
+459
VTI icon
137
Vanguard Total Stock Market ETF
VTI
$582B
$556K 0.08%
1,696
+8
FLTR icon
138
VanEck IG Floating Rate ETF
FLTR
$2.55B
$552K 0.08%
21,597
-1,218
MRK icon
139
Merck
MRK
$275B
$545K 0.08%
6,498
+67
CUBE icon
140
CubeSmart
CUBE
$8.93B
$539K 0.08%
13,252
-688
SCHD icon
141
Schwab US Dividend Equity ETF
SCHD
$76B
$534K 0.08%
19,564
-1,080
FTV icon
142
Fortive
FTV
$17.6B
$531K 0.08%
10,841
-508
NSC icon
143
Norfolk Southern
NSC
$65.2B
$526K 0.07%
1,752
-36
SOLV icon
144
Solventum
SOLV
$14B
$525K 0.07%
7,192
-78
HD icon
145
Home Depot
HD
$377B
$521K 0.07%
1,287
+101
PRCH icon
146
Porch Group
PRCH
$958M
$518K 0.07%
30,881
-392
TSM icon
147
TSMC
TSM
$1.77T
$515K 0.07%
1,845
+60
BAC icon
148
Bank of America
BAC
$379B
$496K 0.07%
9,610
-251
AXSM icon
149
Axsome Therapeutics
AXSM
$8.78B
$486K 0.07%
4,000
ABNB icon
150
Airbnb
ABNB
$80.4B
$484K 0.07%
3,989
4 5
6
7 8