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
$390M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$3.99M
3 +$3.12M
4
WW
WW International
WW
+$2.32M
5
PFPT
Proofpoint, Inc.
PFPT
+$2.23M

Top Sells

1 +$9.01M
2 +$3.98M
3 +$3.12M
4
WMT icon
Walmart Inc
WMT
+$2.48M
5
OSUR icon
OraSure Technologies
OSUR
+$2.25M

Sector Composition

1 Technology 21.16%
2 Healthcare 12.26%
3 Financials 12.26%
4 Consumer Discretionary 9.96%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$211K 0.05%
+3,224
177
$209K 0.05%
4,070
-3,739
178
$204K 0.05%
+3,818
179
$201K 0.05%
+1,374
180
$201K 0.05%
1,368
-386
181
$180K 0.05%
14,059
-2,531
182
-6,695
183
-12,457
184
-17,219
185
-10,433
186
-23,072
187
-212,522
188
-12,467
189
-57,143
190
-74,739
191
-13,539
192
-30,921
193
-187,541
194
-390,150
195
-123,157
196
-9,576
197
-9,846