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
$125M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$1.84M
3
+$1.68M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.57M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.19M

Top Sells

1
+$6.21M
2
+$5.97M
3
+$5.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.59M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.78M

Sector Composition

1 Financials 16.75%
2 Communication Services 11.74%
3 Technology 10.37%
4 Healthcare 10.3%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.89M 3.92%
30,018
-3,336
2
$4.08M 3.27%
140,916
-7,744
3
$3.79M 3.04%
+103,699
4
$3.48M 2.79%
28,746
+12,964
5
$3.4M 2.73%
93,866
-271
6
$3.26M 2.62%
91,162
+51,321
7
$2.85M 2.28%
48,725
+14,618
8
$2.8M 2.25%
70,660
-6,360
9
$2.73M 2.19%
23,699
+8,969
10
$2.63M 2.11%
47,814
+16,751
11
$2.46M 1.98%
63,860
-6,040
12
$2.4M 1.92%
74,562
-915
13
$2.37M 1.9%
58,280
+29,236
14
$2.28M 1.83%
26,408
-2,580
15
$2.24M 1.79%
156,945
+4,020
16
$2.21M 1.77%
77,574
-9,928
17
$2.12M 1.7%
78,313
-2,038
18
$2.03M 1.63%
85,542
+30,998
19
$1.88M 1.51%
28,817
-2,859
20
$1.86M 1.5%
15,840
-320
21
$1.69M 1.35%
102,273
-3,642
22
$1.68M 1.35%
+5,570
23
$1.67M 1.34%
10,996
+7,383
24
$1.63M 1.31%
43,753
-503
25
$1.62M 1.3%
28,864
-1,694
1
2 3 4 5