MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.61M
3
+$3.56M
4
META icon
Meta Platforms (Facebook)
META
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.39M

Top Sells

1
+$11.3M
2
+$4.24M
3
+$2.54M
4
WYNN icon
Wynn Resorts
WYNN
+$2.26M
5
NKE icon
Nike
NKE
+$2.23M

Sector Composition

1 Technology 14.57%
2 Healthcare 13.66%
3 Financials 13.61%
4 Communication Services 8.06%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.05%
+3,000
177
$217K 0.05%
21,346
178
$216K 0.05%
1,208
-54
179
$211K 0.05%
+1,088
180
$210K 0.05%
+5,270
181
$202K 0.05%
+1,000
182
$200K 0.05%
16,667
-1,392
183
$184K 0.04%
37,579
-20,917
184
$150K 0.04%
12,975
-3,058
185
$127K 0.03%
15,578
+46
186
$47.9K 0.01%
+24,190
187
$39.5K 0.01%
60,039
188
$10.2K ﹤0.01%
41
-2
189
– –
-8,514
190
– –
-6,631
191
– –
-4,940
192
– –
-10,582
193
– –
-28,020
194
– –
-5,551
195
– –
-368
196
– –
-3,525
197
– –
-4,055
198
– –
-603
199
– –
-1,151
200
– –
-11,591
5 6 7
8
9