MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
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 Buys

1
+$2.39M
2
+$1.87M
3
+$1.2M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.19M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.18M

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
26
$2M 1.17%
10,429
+111
27
$1.96M 1.15%
16,645
+246
28
$1.95M 1.14%
31,547
+480
29
$1.95M 1.14%
93,552
+31,533
30
$1.94M 1.14%
92,485
+31,202
31
$1.89M 1.11%
49,420
+868
32
$1.85M 1.09%
87,523
+32,669
33
$1.82M 1.07%
29,522
+339
34
$1.81M 1.06%
13,766
-18
35
$1.75M 1.03%
15,101
+77
36
$1.74M 1.02%
19,297
+124
37
$1.73M 1.01%
105,173
+1,658
38
$1.73M 1.01%
20,611
+1,436
39
$1.71M 1%
75,000
40
$1.7M 1%
35,309
+772
41
$1.68M 0.98%
84,677
+21,241
42
$1.66M 0.97%
48,476
+598
43
$1.55M 0.91%
6,244
+30
44
$1.55M 0.91%
42,124
+465
45
$1.52M 0.89%
3,382
+47
46
$1.45M 0.85%
71,548
+728
47
$1.41M 0.83%
22,460
+2,365
48
$1.35M 0.79%
39,990
+379
49
$1.34M 0.79%
49,103
+448
50
$1.33M 0.78%
16,081
+174
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