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
76
$507K 0.3%
6,407
+100
77
$489K 0.29%
5,855
-60
78
$471K 0.28%
5,764
+138
79
$455K 0.27%
3,356
+11
80
$434K 0.25%
9,618
+83
81
$434K 0.25%
3,092
+16
82
$423K 0.25%
9,343
+225
83
$420K 0.25%
5,198
84
$415K 0.24%
3,675
-20,274
85
$415K 0.24%
11,320
+120
86
$415K 0.24%
1,645
87
$413K 0.24%
8,467
88
$390K 0.23%
7,249
+1
89
$386K 0.23%
22,245
+39
90
$382K 0.22%
+7,238
91
$372K 0.22%
1,500
92
$372K 0.22%
36,960
+1,158
93
$371K 0.22%
3,346
94
$361K 0.21%
6,723
+70
95
$350K 0.21%
13,648
-105
96
$341K 0.2%
9,450
97
$339K 0.2%
4,591
-88
98
$336K 0.2%
1,682
+50
99
$317K 0.19%
5,670
+2
100
$316K 0.19%
4,200
2 3
4
5 6