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
101
$345K 0.19%
1,860
+17
102
$342K 0.19%
1,508
103
$335K 0.18%
+3,292
104
$332K 0.18%
5,727
+494
105
$324K 0.18%
6,863
+1
106
$319K 0.17%
+1,852
107
$315K 0.17%
4,701
-400
108
$315K 0.17%
3,197
-415
109
$300K 0.16%
6,145
-1,344
110
$287K 0.16%
3,553
111
$275K 0.15%
6,237
-2,280
112
$273K 0.15%
3,383
+8
113
$267K 0.15%
12,306
114
$262K 0.14%
16,304
115
$259K 0.14%
9,177
-4,250
116
$258K 0.14%
4,010
-1,381
117
$254K 0.14%
3,668
+1
118
$253K 0.14%
3,100
-180
119
$251K 0.14%
3,000
120
$251K 0.14%
7,271
-251
121
$247K 0.13%
2,711
-3
122
$247K 0.13%
13,977
+1,086
123
$239K 0.13%
9,251
+13
124
$237K 0.13%
3,438
+2
125
$234K 0.13%
+6,772
2 3 4
5
6