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
201
$232K 0.03%
1,867
202
$231K 0.03%
5,164
-682
203
$228K 0.03%
6,944
204
$226K 0.03%
+1,354
205
$225K 0.03%
+9,644
206
$211K 0.03%
+2,322
207
$206K 0.03%
3,205
-49
208
$204K 0.03%
+1,647
209
$202K 0.03%
1,430
-214
210
$178K 0.03%
71,353
-3,756
211
$126K 0.02%
18,000
212
$125K 0.02%
11,780
+1
213
$98.6K 0.01%
12,758
-2,411,807
214
$38.1K 0.01%
23,500
+6,500
215
$36.9K 0.01%
25,089
+3,000
216
$11.9K ﹤0.01%
2,814
-257
217
– –
-50,692
218
– –
-2,863
219
– –
-3,815
220
– –
-10,093
5 6 7 8
9