MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.53M
3
+$2.59M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.75M

Top Sells

1
+$2.12M
2
+$1.36M
3
+$1.3M
4
M icon
Macy's
M
+$1.19M
5
AXP icon
American Express
AXP
+$1.15M

Sector Composition

1 Financials 16.8%
2 Technology 12.33%
3 Communication Services 11.59%
4 Healthcare 10.83%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.66M 5.85%
+76,313
2
$6.53M 5.74%
+53,046
3
$4.82M 4.23%
33,354
-596
4
$4.2M 3.69%
148,660
-5,096
5
$3.55M 3.12%
94,137
+251
6
$3.1M 2.72%
77,020
-1,320
7
$2.72M 2.39%
69,900
-1,560
8
$2.59M 2.28%
+87,502
9
$2.59M 2.28%
+23,139
10
$2.47M 2.17%
50,676
+19,602
11
$2.31M 2.03%
75,477
-881
12
$2.08M 1.83%
152,925
-840
13
$2.05M 1.8%
80,351
+16,614
14
$1.93M 1.7%
28,988
-399
15
$1.89M 1.66%
14,730
-380
16
$1.88M 1.65%
31,676
-338
17
$1.84M 1.62%
34,107
+3,229
18
$1.82M 1.6%
30,558
-300
19
$1.76M 1.55%
15,177
-227
20
$1.75M 1.54%
+44,256
21
$1.75M 1.53%
15,782
-9,711
22
$1.66M 1.46%
16,160
-174
23
$1.64M 1.44%
105,915
-2,326
24
$1.6M 1.41%
10,093
-137
25
$1.5M 1.32%
39,841
-166
1
2 3 4 5