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
$268M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.83M
3
+$3.4M
4
WORK
Slack Technologies, Inc.
WORK
+$2.64M
5
KO icon
Coca-Cola
KO
+$1.72M

Top Sells

1
+$6.14M
2
+$4.15M
3
+$1.77M
4
LAZ icon
Lazard
LAZ
+$667K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$437K

Sector Composition

1 Technology 19.52%
2 Healthcare 12.43%
3 Financials 9.71%
4 Communication Services 9.69%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 1.14%
57,239
+777
27
$3.04M 1.14%
97,735
+84,946
28
$3.02M 1.13%
55,184
+4,053
29
$2.95M 1.1%
26,459
+1,471
30
$2.86M 1.07%
21,291
+277
31
$2.65M 0.99%
77,895
+2,242
32
$2.54M 0.95%
43,214
+480
33
$2.54M 0.95%
8,561
34
$2.48M 0.93%
80,403
+637
35
$2.43M 0.91%
15,489
+190
36
$2.35M 0.88%
7,982
+158
37
$2.33M 0.87%
30,333
+502
38
$2.27M 0.85%
30,787
+469
39
$2.27M 0.85%
96,107
-1,247
40
$2.21M 0.82%
4,055
+39
41
$2.15M 0.8%
46,156
+953
42
$2.14M 0.8%
11,430
+42
43
$2.1M 0.78%
92,509
-270,694
44
$2.06M 0.77%
93,385
-7,317
45
$2.05M 0.77%
14,660
+67
46
$1.97M 0.74%
63,396
+8,094
47
$1.81M 0.68%
125,391
-1,400
48
$1.8M 0.67%
78,683
+640
49
$1.72M 0.64%
+38,498
50
$1.69M 0.63%
388,417
+44,492
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