MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.97M
3
+$3.97M
4
SH icon
ProShares Short S&P500
SH
+$3.88M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$3.48M

Top Sells

1
+$3.4M
2
+$3.15M
3
+$3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
WM icon
Waste Management
WM
+$2.71M

Sector Composition

1 Technology 16.43%
2 Financials 14.31%
3 Healthcare 11.4%
4 Communication Services 7.86%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$233K 0.04%
7,470
-525
177
$232K 0.04%
3,126
178
$222K 0.04%
291
+2
179
$219K 0.04%
+4,666
180
$214K 0.04%
+9,224
181
$213K 0.04%
+2,024
182
$206K 0.04%
2,847
-26
183
$203K 0.04%
+2,980
184
$202K 0.04%
+419
185
$200K 0.04%
+3,654
186
$181K 0.03%
17,047
+1,716
187
$170K 0.03%
2,755
+242
188
$154K 0.03%
15,481
-646
189
$117K 0.02%
11,779
190
$111K 0.02%
+88,648
191
$56.6K 0.01%
+2,066
192
$48.1K 0.01%
45,831
+7,141
193
$25.3K ﹤0.01%
110,000
194
– –
-2,141
195
– –
-8,728
196
– –
-24,245
197
– –
-21,901
198
– –
-9,251
199
– –
-279,513
200
– –
-1,681
5 6 7
8
9