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
76
$728K 0.33%
25,302
+18,162
77
$715K 0.32%
35,889
+4,617
78
$699K 0.31%
21,958
+10,223
79
$674K 0.3%
5,722
+507
80
$664K 0.3%
+11,389
81
$660K 0.29%
11,336
-8
82
$660K 0.29%
+10,493
83
$638K 0.28%
3,317
+1
84
$613K 0.27%
9,676
+143
85
$602K 0.27%
4,788
-1,000
86
$596K 0.27%
+14,428
87
$596K 0.27%
12,060
+83
88
$582K 0.26%
46,598
+27,088
89
$577K 0.26%
34,867
-14,827
90
$560K 0.25%
6,384
+48
91
$554K 0.25%
20,018
+12,925
92
$551K 0.25%
29,565
+4,836
93
$548K 0.24%
3,562
-371
94
$540K 0.24%
7,650
+783
95
$538K 0.24%
10,087
+70
96
$538K 0.24%
6,080
-3,355
97
$535K 0.24%
1,500
-1
98
$532K 0.24%
45,042
+786
99
$531K 0.24%
1,788
+40
100
$525K 0.23%
7,542
+865
2 3
4
5 6