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
151
$482K 0.07%
21,103
-817
152
$472K 0.07%
15,909
+47
153
$468K 0.07%
1,357
+300
154
$459K 0.07%
+2,461
155
$456K 0.06%
5,436
+65
156
$444K 0.06%
+12,964
157
$431K 0.06%
1,420
-46
158
$420K 0.06%
1,737
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159
$417K 0.06%
3,110
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160
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14,235
-203
161
$395K 0.06%
30,927
-1,746
162
$390K 0.06%
637
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163
$384K 0.05%
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164
$372K 0.05%
1,289
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165
$368K 0.05%
32,781
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166
$367K 0.05%
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167
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168
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169
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533
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170
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1,637
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171
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172
$337K 0.05%
8,156
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173
$337K 0.05%
1,700
+177
174
$313K 0.04%
1,970
175
$313K 0.04%
1,621
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7
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