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
$137M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.31M
3
+$1.5M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.29M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M

Top Sells

1
+$2.37M
2
+$2.21M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.63M
5
MAT icon
Mattel
MAT
+$1.23M

Sector Composition

1 Financials 15.34%
2 Healthcare 11.64%
3 Communication Services 11.53%
4 Technology 10.59%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.12M 3.73%
129,003
+37,841
2
$5.05M 3.68%
30,289
+271
3
$4.4M 3.21%
112,056
+8,357
4
$3.94M 2.87%
154,888
+123,874
5
$3.86M 2.81%
107,392
-33,524
6
$3.37M 2.45%
27,389
-1,357
7
$3.19M 2.32%
22,457
-1,242
8
$3.15M 2.3%
147,466
+108,087
9
$3.04M 2.22%
84,409
-9,457
10
$3.04M 2.21%
55,930
+7,205
11
$2.84M 2.07%
32,284
+5,876
12
$2.79M 2.03%
67,320
+3,460
13
$2.65M 1.93%
47,556
-258
14
$2.57M 1.87%
138,405
-18,540
15
$2.52M 1.83%
59,340
-11,320
16
$2.34M 1.7%
74,590
+28
17
$2.33M 1.7%
98,838
+13,296
18
$2.32M 1.69%
78,264
-49
19
$1.99M 1.45%
31,923
+3,106
20
$1.83M 1.33%
15,852
+421
21
$1.83M 1.33%
18,269
+4,163
22
$1.78M 1.3%
102,436
+163
23
$1.75M 1.27%
35,206
+5,216
24
$1.74M 1.27%
28,669
-195
25
$1.67M 1.22%
15,586
-254
1
2 3 4 5