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
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.77M
3
+$1.64M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
PHLT
Performant Healthcare Inc
PHLT
+$900K

Top Sells

1
+$5.99M
2
+$4.63M
3
+$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.15%
2 Healthcare 14.41%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$339K 0.08%
31,097
-4,751
152
$338K 0.08%
13,660
-13,242
153
$338K 0.08%
36,272
+764
154
$337K 0.08%
13,020
+1,252
155
$335K 0.08%
779
+8
156
$333K 0.08%
696
157
$333K 0.08%
3,887
+100
158
$321K 0.08%
7,710
-200
159
$314K 0.07%
8,220
-228
160
$313K 0.07%
12,380
161
$299K 0.07%
4,193
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162
$288K 0.07%
19,365
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163
$274K 0.06%
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-49
164
$270K 0.06%
6,996
-87
165
$256K 0.06%
4,211
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166
$249K 0.06%
1,897
-1,985
167
$248K 0.06%
1,753
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168
$244K 0.06%
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169
$234K 0.06%
8,618
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170
$232K 0.05%
3,986
171
$230K 0.05%
2,885
-50
172
$225K 0.05%
21,346
+80
173
$218K 0.05%
2,295
-33
174
$218K 0.05%
8,821
-147
175
$218K 0.05%
20,710
-13,169
5 6
7
8 9