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
51
$1.3M 0.76%
52,115
-41
52
$1.3M 0.76%
12,295
+53
53
$1.29M 0.75%
22,983
+449
54
$1.2M 0.71%
47,330
-131
55
$1.15M 0.67%
14,963
+156
56
$1.14M 0.67%
40,090
+416
57
$1.08M 0.63%
12,477
+197
58
$1.04M 0.61%
13,598
+116
59
$1.04M 0.61%
26,588
+242
60
$1.03M 0.6%
9,394
+148
61
$1.02M 0.6%
40,636
-153
62
$988K 0.58%
53,984
+540
63
$988K 0.58%
36,741
-139
64
$945K 0.55%
19,141
+57
65
$930K 0.55%
+15,647
66
$805K 0.47%
5,641
+20
67
$799K 0.47%
35,341
+415
68
$790K 0.46%
6,021
+68
69
$781K 0.46%
13,432
+133
70
$665K 0.39%
6,337
+14
71
$635K 0.37%
7,651
+26
72
$594K 0.35%
23,612
+1,860
73
$579K 0.34%
6,314
+35
74
$575K 0.34%
22,362
+271
75
$512K 0.3%
10,680
+6,400
1 2
3
4 5