MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
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
+$4.3M
2
+$3.69M
3
+$3.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.16M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.58M

Top Sells

1
+$4.23M
2
+$3.03M
3
+$2.09M
4
BA icon
Boeing
BA
+$1.77M
5
BABA icon
Alibaba
BABA
+$1.72M

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
176
$87K 0.04%
+2,828
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190
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191
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192
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4 5 6 7
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