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
$224M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$2.15M
3
+$1.29M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.26M
5
CRM icon
Salesforce
CRM
+$1.04M

Top Sells

1
+$6.42M
2
+$1.74M
3
+$1.31M
4
MO icon
Altria Group
MO
+$950K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$402K

Sector Composition

1 Technology 17.75%
2 Financials 11.94%
3 Healthcare 10.25%
4 Communication Services 9.4%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.16%
15,067
+364
27
$2.57M 1.15%
33,897
+1,687
28
$2.38M 1.06%
20,113
+1,991
29
$2.33M 1.04%
322,119
+296,966
30
$2.31M 1.03%
45,797
+1,479
31
$2.26M 1.01%
28,091
+44
32
$2.25M 1%
13,436
+2,501
33
$2.24M 1%
120,119
+2,686
34
$2.21M 0.99%
71,586
+41,743
35
$2.02M 0.9%
75,311
-2,402
36
$2.01M 0.9%
14,720
-1,085
37
$2M 0.9%
70,157
+2,102
38
$1.97M 0.88%
38,749
+647
39
$1.91M 0.85%
78,453
+1,088
40
$1.89M 0.84%
13,559
-1,076
41
$1.76M 0.79%
3,959
+170
42
$1.75M 0.78%
240,474
+4,055
43
$1.74M 0.78%
13,571
-220
44
$1.73M 0.77%
42,050
-31,824
45
$1.61M 0.72%
12,468
+115
46
$1.6M 0.71%
46,855
+571
47
$1.59M 0.71%
28,976
+2,203
48
$1.59M 0.71%
7,308
+133
49
$1.5M 0.67%
9,312
+139
50
$1.5M 0.67%
61,402
+29,628
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