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
101
$258K 0.18%
12,306
+90
102
$257K 0.18%
3,667
-64
103
$252K 0.18%
3,280
104
$249K 0.17%
7,522
-41,447
105
$246K 0.17%
10,120
106
$241K 0.17%
79,812
+17,869
107
$233K 0.16%
2,697
-18
108
$227K 0.16%
12,891
-10,263
109
$226K 0.16%
968
+65
110
$226K 0.16%
3,436
-60
111
$219K 0.15%
8,111
+648
112
$216K 0.15%
9,238
+608
113
$214K 0.15%
5,106
-400
114
$211K 0.15%
4,180
115
$206K 0.14%
8,133
+134
116
$201K 0.14%
627
-229
117
$185K 0.13%
+10,460
118
$181K 0.13%
+7,163
119
– –
-48,502
120
– –
-3,968
121
– –
-159,715
122
– –
-107,232
123
– –
-88,941
124
– –
-191,800
125
– –
-124,932
2 3 4
5
6