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
76
$400K 0.28%
1,200
77
$399K 0.28%
5,688
+938
78
$396K 0.28%
1,500
79
$389K 0.27%
8,517
+50
80
$386K 0.27%
12,439
-1,075
81
$376K 0.26%
5,391
+174
82
$364K 0.25%
1,972
+229
83
$358K 0.25%
4,429
+74
84
$353K 0.25%
9,450
85
$351K 0.24%
9,603
+242
86
$348K 0.24%
5,776
-116
87
$348K 0.24%
5,101
+415
88
$338K 0.24%
3,612
-169
89
$329K 0.23%
1,843
+530
90
$327K 0.23%
4,200
91
$324K 0.23%
6,862
+145
92
$304K 0.21%
1,508
93
$294K 0.21%
5,233
-48
94
$291K 0.2%
3,553
+70
95
$278K 0.19%
+15,313
96
$276K 0.19%
3,000
97
$272K 0.19%
3,375
+88
98
$270K 0.19%
16,304
+304
99
$268K 0.19%
10,790
-19,390
100
$265K 0.18%
2,714
+145
2 3
4
5 6