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
101
$316K 0.19%
2,981
102
$313K 0.18%
1,463
103
$307K 0.18%
1,200
104
$301K 0.18%
6,480
+32
105
$290K 0.17%
2,900
106
$284K 0.17%
5,549
107
$282K 0.17%
3,779
+150
108
$279K 0.16%
7,280
+23
109
$273K 0.16%
+22,545
110
$272K 0.16%
4,203
+94
111
$269K 0.16%
21,169
+562
112
$269K 0.16%
3,153
+6
113
$257K 0.15%
3,643
+1
114
$255K 0.15%
10,120
115
$254K 0.15%
11,647
116
$254K 0.15%
4,444
+91
117
$254K 0.15%
5,606
118
$247K 0.14%
3,280
119
$247K 0.14%
1,743
120
$243K 0.14%
1,467
+38
121
$240K 0.14%
3,838
122
$238K 0.14%
28,289
123
$237K 0.14%
2,564
124
$236K 0.14%
4,180
-240
125
$236K 0.14%
19,656
+364
2 3 4
5
6