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
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.05M
3
+$3.88M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.77M
5
BA icon
Boeing
BA
+$3.47M

Top Sells

1
+$3.4M
2
+$3M
3
+$2.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.8M
5
WM icon
Waste Management
WM
+$2.49M

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
201
– –
-2,038
202
– –
-24,245
203
– –
-21,901
204
– –
-9,251
205
– –
-279,513
5 6 7 8
9