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
$268M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.83M
3
+$3.4M
4
WORK
Slack Technologies, Inc.
WORK
+$2.64M
5
KO icon
Coca-Cola
KO
+$1.72M

Top Sells

1
+$6.14M
2
+$4.15M
3
+$1.77M
4
LAZ icon
Lazard
LAZ
+$667K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$437K

Sector Composition

1 Technology 19.52%
2 Healthcare 12.43%
3 Financials 9.71%
4 Communication Services 9.69%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$782K 0.29%
17,190
+5,720
77
$745K 0.28%
25,025
+544
78
$712K 0.27%
3,316
79
$694K 0.26%
23,667
+997
80
$681K 0.25%
11,336
81
$678K 0.25%
59,774
-393
82
$677K 0.25%
20,392
83
$659K 0.25%
3,765
+1,282
84
$651K 0.24%
7,722
+320
85
$646K 0.24%
+5,468
86
$616K 0.23%
2,033
+447
87
$588K 0.22%
17,812
88
$582K 0.22%
1,500
89
$542K 0.2%
10,625
+61
90
$524K 0.2%
7,392
+324
91
$503K 0.19%
9,092
+567
92
$500K 0.19%
11,730
+40
93
$485K 0.18%
5,318
94
$462K 0.17%
5,417
+280
95
$460K 0.17%
19,604
-6,204
96
$456K 0.17%
8,445
+502
97
$440K 0.16%
+6,537
98
$431K 0.16%
19,733
+1,286
99
$418K 0.16%
625,654
+219,667
100
$412K 0.15%
3,721
+142
2 3
4
5 6