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
$143M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.5M
3
+$1.57M
4
AAPL icon
Apple
AAPL
+$1.56M
5
CELG
Celgene Corp
CELG
+$1.04M

Top Sells

1
+$4.81M
2
+$4.35M
3
+$3.89M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$3.73M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.6M

Sector Composition

1 Financials 16.59%
2 Technology 13.8%
3 Communication Services 13.32%
4 Healthcare 11.43%
5 Industrials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$795K 0.55%
11,010
+171
52
$666K 0.46%
+7,273
53
$657K 0.46%
8,897
+6,069
54
$642K 0.45%
6,307
55
$597K 0.42%
5,947
+3,072
56
$595K 0.41%
7,820
-185
57
$583K 0.41%
10,416
+279
58
$507K 0.35%
3,356
59
$490K 0.34%
6,270
-627
60
$478K 0.33%
6,614
+300
61
$476K 0.33%
9,494
+3,773
62
$464K 0.32%
11,320
63
$462K 0.32%
5,938
+106
64
$452K 0.32%
+2,364
65
$442K 0.31%
7,944
-34
66
$435K 0.3%
1,645
-25
67
$434K 0.3%
3,129
68
$431K 0.3%
9,730
+188
69
$431K 0.3%
7,489
+123
70
$424K 0.3%
1,754
+27
71
$418K 0.29%
5,340
+420
72
$416K 0.29%
7,122
+112
73
$412K 0.29%
7,079
+150
74
$412K 0.29%
39,048
+3,294
75
$402K 0.28%
13,427
-81
1 2
3
4 5