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
101
$524K 0.23%
+16,095
102
$520K 0.23%
6,679
+2,354
103
$519K 0.23%
4,725
+577
104
$505K 0.23%
+7,077
105
$504K 0.23%
7,272
+743
106
$490K 0.22%
1,930
+352
107
$480K 0.21%
8,358
+165
108
$467K 0.21%
17,055
+9,120
109
$439K 0.2%
14,282
+6,436
110
$438K 0.2%
6,848
+60
111
$431K 0.19%
7,826
-47
112
$430K 0.19%
3,353
-590
113
$428K 0.19%
+15,170
114
$407K 0.18%
1,658
115
$407K 0.18%
5,488
+88
116
$403K 0.18%
+15,305
117
$400K 0.18%
4,273
+243
118
$381K 0.17%
4,994
+240
119
$379K 0.17%
17,688
+1,560
120
$369K 0.16%
3,089
+1,316
121
$369K 0.16%
709
+108
122
$368K 0.16%
10,324
+75
123
$367K 0.16%
19,398
-345
124
$365K 0.16%
9,450
125
$357K 0.16%
3,678
+208
3 4
5
6 7