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
$439M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.52M
3
+$2.76M
4
KVUE icon
Kenvue
KVUE
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.32M

Top Sells

1
+$5.16M
2
+$4.18M
3
+$2.68M
4
BAC icon
Bank of America
BAC
+$2.02M
5
TGT icon
Target
TGT
+$1.92M

Sector Composition

1 Financials 15.51%
2 Technology 14.13%
3 Healthcare 12.2%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$132K 0.03%
+20,482
177
$122K 0.03%
11,469
-4,558
178
$104K 0.02%
16,366
-53,395
179
$99.2K 0.02%
11,773
180
$61.1K 0.01%
15,913
+552
181
$29.7K 0.01%
110,000
+49,961
182
$23.8K 0.01%
29,690
183
$5.31K ﹤0.01%
1,768
+96
184
$4.88K ﹤0.01%
39
+1
185
– –
-1,936
186
– –
-14,824
187
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-9,084
188
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-3,792
189
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-8,815
190
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191
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-7,287
192
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193
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-15,490
194
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-572
195
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-47,956
196
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197
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-8,462
198
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199
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200
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5 6 7
8
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