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
151
$325K 0.06%
12,831
+1,797
152
$322K 0.06%
878
-31
153
$321K 0.06%
613
154
$319K 0.06%
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155
$310K 0.06%
+1,837
156
$305K 0.06%
8,032
-140
157
$300K 0.06%
+1,641
158
$297K 0.06%
1,306
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159
$292K 0.06%
1,668
-25
160
$291K 0.06%
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-5,700
161
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1,342
-12,690
162
$282K 0.05%
+3,138
163
$279K 0.05%
4,634
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164
$277K 0.05%
+7,503
165
$277K 0.05%
19,354
+2,212
166
$277K 0.05%
6,568
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167
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168
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169
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+1,590
170
$267K 0.05%
2,916
+200
171
$265K 0.05%
+2,502
172
$259K 0.05%
568
+1
173
$258K 0.05%
2,079
+62
174
$254K 0.05%
4,383
+157
175
$251K 0.05%
9,051
-72,596
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7
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