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
$524M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.97M
3
+$3.97M
4
SH icon
ProShares Short S&P500
SH
+$3.88M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$3.48M

Top Sells

1
+$3.4M
2
+$3.15M
3
+$3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
WM icon
Waste Management
WM
+$2.71M

Sector Composition

1 Technology 16.43%
2 Financials 14.31%
3 Healthcare 11.4%
4 Communication Services 7.86%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.9M 15.45%
3,560,590
+178,531
2
$24.6M 4.7%
1,073,320
+151,562
3
$20M 3.81%
47,514
-7,118
4
$17.1M 3.27%
94,941
+2,600
5
$16.9M 3.22%
98,274
+3,130
6
$16.5M 3.15%
108,265
+3,863
7
$16.5M 3.14%
104,428
+6,408
8
$13.4M 2.55%
31,753
+569
9
$11.5M 2.2%
87,543
+905
10
$11.4M 2.18%
23,550
-156
11
$10.8M 2.06%
53,922
+2,646
12
$9.21M 1.76%
91,586
-23,445
13
$9.1M 1.74%
49,980
+1,625
14
$8.73M 1.67%
57,836
+1,843
15
$7.35M 1.4%
44,997
+510
16
$6.78M 1.29%
71,776
+3,508
17
$6.15M 1.18%
129,732
+81,832
18
$6.01M 1.15%
131,761
+3,436
19
$5.87M 1.12%
1,995,795
+76,933
20
$5.81M 1.11%
20,825
21
$5.78M 1.1%
11,684
+1,277
22
$5.72M 1.09%
67,244
+2,126
23
$5.56M 1.06%
22,262
+1,064
24
$5.2M 0.99%
283,656
+20,804
25
$4.81M 0.92%
47,089
+2,208
1
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