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
$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 14.22%
3 Healthcare 12.11%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,614
202
– –
-5,429
203
– –
-6,888
204
– –
-2,741
205
– –
-1,936
206
– –
-14,824
207
– –
-9,084
5 6 7 8
9