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
$532M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$9.81M
2 +$4.07M
3 +$2.74M
4
SH icon
ProShares Short S&P500
SH
+$1.64M
5
EXTR icon
Extreme Networks
EXTR
+$1.56M

Top Sells

1 +$4.11M
2 +$3.86M
3 +$3.26M
4
MMM icon
3M
MMM
+$2.99M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$2.93M

Sector Composition

1 Technology 19.38%
2 Financials 13.64%
3 Healthcare 10.19%
4 Communication Services 8.91%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78M 14.66%
3,431,507
-129,083
2
$34.4M 6.47%
1,501,560
+428,240
3
$22.1M 4.16%
104,929
+6,655
4
$20M 3.75%
108,815
+550
5
$19.7M 3.71%
48,469
+955
6
$18.9M 3.56%
97,811
+2,870
7
$16.2M 3.05%
103,729
-699
8
$14.4M 2.72%
32,309
+556
9
$12.2M 2.3%
24,267
+717
10
$11.5M 2.16%
92,942
+5,399
11
$10.9M 2.05%
53,850
-72
12
$10.8M 2.03%
59,176
+1,340
13
$9.9M 1.86%
94,055
+2,469
14
$8.86M 1.67%
51,631
+1,651
15
$7.57M 1.42%
165,767
+36,035
16
$6.91M 1.3%
55,941
+4,311
17
$6.72M 1.26%
73,771
+1,995
18
$6.62M 1.25%
109,365
-22,396
19
$6.53M 1.23%
46,224
+1,227
20
$5.95M 1.12%
2,051,195
+55,400
21
$5.95M 1.12%
35,082
+2,528
22
$5.93M 1.11%
298,223
+14,567
23
$5.71M 1.07%
22,864
+602
24
$5.69M 1.07%
11,175
-509
25
$5.56M 1.05%
21,191
+366