MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.69M
4
NKE icon
Nike
NKE
+$4.47M
5
DIS icon
Walt Disney
DIS
+$3.54M

Top Sells

1
+$37.8M
2
+$15.4M
3
+$2.92M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.4M

Sector Composition

1 Technology 21.41%
2 Financials 16.4%
3 Communication Services 10.57%
4 Healthcare 8.78%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$302K 0.04%
4,556
-202
177
$300K 0.04%
1,389
-6
178
$290K 0.04%
8,435
+86
179
$289K 0.04%
13,963
+40
180
$274K 0.04%
549
-42
181
$273K 0.04%
479
+66
182
$271K 0.04%
+4,257
183
$269K 0.04%
811
184
$269K 0.04%
3,082
-215
185
$267K 0.04%
7,480
186
$265K 0.04%
3,515
187
$265K 0.04%
6,364
188
$261K 0.04%
8,177
+1
189
$258K 0.04%
4,123
-120
190
$251K 0.04%
1,548
-14
191
$250K 0.04%
776
192
$248K 0.04%
703
-76
193
$247K 0.03%
+3,732
194
$246K 0.03%
1,116
195
$242K 0.03%
394
196
$239K 0.03%
+732
197
$236K 0.03%
2,000
198
$236K 0.03%
+3,131
199
$234K 0.03%
+245
200
$234K 0.03%
+1,516
5 6 7
8
9