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
51
$1.49M 0.66%
12,615
+14
52
$1.45M 0.65%
9,782
+7,009
53
$1.44M 0.64%
13,237
+268
54
$1.44M 0.64%
26,702
+5,712
55
$1.43M 0.64%
5,370
+3,398
56
$1.35M 0.6%
15,583
+253
57
$1.32M 0.59%
119,701
+58,188
58
$1.27M 0.57%
53,285
-268,129
59
$1.26M 0.56%
+68,997
60
$1.2M 0.54%
80,331
+7,611
61
$1.07M 0.48%
19,437
+676
62
$1.06M 0.47%
51,238
+39,156
63
$1.02M 0.45%
+37,735
64
$1.01M 0.45%
6,307
65
$992K 0.44%
5,511
+357
66
$976K 0.44%
15,697
-117
67
$924K 0.41%
7,140
+127
68
$912K 0.41%
+15,781
69
$897K 0.4%
5,278
+3,022
70
$896K 0.4%
+25,602
71
$821K 0.37%
8,808
-50
72
$819K 0.37%
5,361
-463
73
$817K 0.36%
6,567
+70
74
$805K 0.36%
22,558
+8,711
75
$732K 0.33%
15,557
+10,671
1 2
3
4 5