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
76
$518K 0.28%
6,100
+760
77
$512K 0.28%
6,565
-49
78
$491K 0.27%
+23,215
79
$488K 0.27%
1,731
-23
80
$478K 0.26%
9,494
81
$475K 0.26%
5,738
-200
82
$473K 0.26%
11,320
83
$470K 0.26%
9,672
-58
84
$456K 0.25%
5,933
+245
85
$452K 0.25%
12,070
-369
86
$433K 0.24%
39,984
+936
87
$433K 0.24%
1,595
-50
88
$430K 0.23%
6,067
-4,943
89
$414K 0.23%
1,500
90
$411K 0.22%
3,076
-53
91
$406K 0.22%
7,944
92
$403K 0.22%
1,200
93
$403K 0.22%
1,972
94
$400K 0.22%
5,728
-48
95
$400K 0.22%
9,483
-120
96
$396K 0.22%
4,672
+243
97
$370K 0.2%
6,065
-1,014
98
$368K 0.2%
9,450
99
$359K 0.2%
1,759
-605
100
$351K 0.19%
4,200
2 3
4
5 6