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
$184M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.14M
3
+$3.43M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.32M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.31M

Top Sells

1
+$1.53M
2
+$1.48M
3
+$885K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$738K
5
AAPL icon
Apple
AAPL
+$670K

Sector Composition

1 Technology 13.78%
2 Financials 11.43%
3 Communication Services 10.15%
4 Healthcare 9.08%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.27%
22,387
-52
27
$2.16M 1.18%
+86,518
28
$2.14M 1.17%
16,924
-111
29
$2.1M 1.14%
16,835
-353
30
$2.08M 1.13%
10,043
-170
31
$1.99M 1.09%
+100,710
32
$1.98M 1.08%
39,916
-183
33
$1.94M 1.06%
35,090
+8
34
$1.88M 1.02%
114,259
-3,399
35
$1.86M 1.01%
13,811
-21
36
$1.77M 0.97%
19,145
-239
37
$1.77M 0.96%
51,459
-137
38
$1.75M 0.95%
40,719
-151
39
$1.72M 0.94%
+91,947
40
$1.71M 0.93%
3,421
-25
41
$1.69M 0.92%
12,771
-148
42
$1.56M 0.85%
14,258
-17
43
$1.53M 0.83%
6,300
-42
44
$1.52M 0.83%
66,570
-6,300
45
$1.46M 0.79%
+25,939
46
$1.45M 0.79%
+59,619
47
$1.32M 0.72%
69,965
-215
48
$1.31M 0.71%
27,756
-120
49
$1.31M 0.71%
+53,079
50
$1.3M 0.71%
9,726
-91
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