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
51
$1.28M 0.7%
25,236
+89
52
$1.26M 0.69%
22,211
-455
53
$1.26M 0.69%
+51,549
54
$1.19M 0.65%
13,550
-112
55
$1.16M 0.63%
+4,745
56
$1.13M 0.62%
+10,243
57
$1.04M 0.57%
6,673
-109
58
$1.03M 0.56%
+39,639
59
$960K 0.52%
7,911
+32
60
$947K 0.52%
11,922
-45
61
$946K 0.52%
15,758
-68
62
$924K 0.5%
10,832
-604
63
$916K 0.5%
10,006
+2,733
64
$912K 0.5%
16,394
-32
65
$870K 0.47%
35,797
-6,961
66
$861K 0.47%
+25,143
67
$759K 0.41%
13,530
-730
68
$676K 0.37%
8,905
+8
69
$665K 0.36%
+26,492
70
$647K 0.35%
6,307
71
$635K 0.35%
7,793
-27
72
$620K 0.34%
5,911
-36
73
$556K 0.3%
22,941
-61,212
74
$546K 0.3%
3,336
-20
75
$538K 0.29%
7,103
-19
1 2
3
4 5