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
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$3.55M
3
+$3.4M
4
BAC icon
Bank of America
BAC
+$2.76M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.2M

Top Sells

1
+$11.3M
2
+$4.37M
3
+$2.55M
4
NKE icon
Nike
NKE
+$2.24M
5
T icon
AT&T
T
+$2.12M

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
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214
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-6,631
5 6 7 8
9