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
$171M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Sells

1 +$2.47M
2 +$2.29M
3 +$1.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.76M
5
GE icon
GE Aerospace
GE
+$1.36M

Sector Composition

1 Financials 13.65%
2 Healthcare 10.98%
3 Communication Services 9.73%
4 Technology 9.18%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.41M 3.17%
29,149
+151
2
$5.16M 3.03%
119,052
-40,541
3
$4.74M 2.78%
108,621
-43,102
4
$4.67M 2.74%
179,551
+1,614
5
$4.61M 2.7%
182,195
+2,846
6
$4.23M 2.48%
110,116
+1,268
7
$4.11M 2.41%
31,843
+198
8
$3.91M 2.29%
23,064
+191
9
$3.68M 2.16%
170,877
-500
10
$3.58M 2.1%
144,676
+96,635
11
$3.46M 2.03%
53,589
+218
12
$3.35M 1.96%
70,220
+920
13
$3.27M 1.92%
83,895
+155
14
$3.21M 1.88%
33,112
+275
15
$3.09M 1.81%
55,636
+4,314
16
$2.98M 1.74%
61,500
+740
17
$2.72M 1.59%
82,320
+2,421
18
$2.62M 1.54%
44,297
+650
19
$2.52M 1.47%
117,752
+55,301
20
$2.48M 1.45%
115,605
+55,766
21
$2.44M 1.43%
82,582
+1,086
22
$2.43M 1.43%
115,297
+56,785
23
$2.28M 1.33%
17,368
+726
24
$2.19M 1.29%
103,093
+39,074
25
$2.17M 1.27%
14,460
+12,490