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
151
$265K 0.11%
+10,620
152
$262K 0.11%
+11,412
153
$256K 0.1%
+7,635
154
$250K 0.1%
9,181
+153
155
$249K 0.1%
3,100
156
$242K 0.1%
3,845
-30
157
$239K 0.1%
+4,796
158
$238K 0.1%
+4,328
159
$236K 0.1%
4,506
-200
160
$235K 0.09%
3,000
161
$231K 0.09%
2,654
-227
162
$223K 0.09%
10,141
-1,857
163
$216K 0.09%
+3,286
164
$215K 0.09%
10,731
-8,667
165
$210K 0.08%
16,347
+5,015
166
$209K 0.08%
+4,180
167
$207K 0.08%
+10,302
168
$207K 0.08%
16,304
169
$198K 0.08%
+18,543
170
$192K 0.08%
+13,742
171
$190K 0.08%
4,460
172
$183K 0.07%
+12,340
173
$140K 0.06%
+10,025
174
$100K 0.04%
+10,566
175
$91K 0.04%
21,128
-2,237
4 5 6
7
8