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
$248M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.98M
3
+$3.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.25M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$1.6M

Top Sells

1
+$4.23M
2
+$3.03M
3
+$2.15M
4
BABA icon
Alibaba
BABA
+$1.94M
5
BA icon
Boeing
BA
+$1.62M

Sector Composition

1 Technology 16.3%
2 Financials 11.96%
3 Healthcare 11.55%
4 Communication Services 9.01%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.6M 3.47%
348,697
-1,487
2
$8.54M 3.44%
37,697
+9,955
3
$8.37M 3.37%
114,008
-9,636
4
$6.96M 2.8%
326,730
+15,246
5
$6.88M 2.77%
323,975
+15,329
6
$6.36M 2.56%
298,345
+19,739
7
$6.31M 2.54%
293,603
+16,346
8
$6.16M 2.48%
257,324
+9,681
9
$5.88M 2.37%
132,223
+5,518
10
$5.83M 2.35%
97,406
+155
11
$5.22M 2.1%
213,535
+135,082
12
$4.63M 1.87%
33,201
+275
13
$4.37M 1.76%
65,320
+380
14
$4.3M 1.73%
76,940
+2,051
15
$4.09M 1.65%
+42,553
16
$3.99M 1.61%
19,453
+98
17
$3.98M 1.61%
+33,049
18
$3.8M 1.53%
56,800
+1,120
19
$3.73M 1.5%
40,340
+1,020
20
$3.26M 1.31%
53,109
+720
21
$3.21M 1.3%
22,225
+1,972
22
$3.11M 1.25%
18,447
+883
23
$3.03M 1.22%
25,167
+5,054
24
$2.96M 1.19%
33,414
-483
25
$2.88M 1.16%
15,320
+253
1
2 3 4 5