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
101
$401K 0.15%
7,679
102
$384K 0.14%
6,577
+2
103
$379K 0.14%
15,819
-18,251
104
$378K 0.14%
4,745
105
$376K 0.14%
28,497
+909
106
$376K 0.14%
10,462
107
$368K 0.14%
5,549
-1,245
108
$363K 0.14%
1,823
-42
109
$361K 0.14%
16,258
-895
110
$352K 0.13%
3,004
-940
111
$351K 0.13%
3,834
+340
112
$351K 0.13%
3,497
-705
113
$338K 0.13%
3,005
+16
114
$337K 0.13%
12,087
-29
115
$337K 0.13%
1,758
116
$323K 0.12%
4,683
+460
117
$316K 0.12%
316,089
+12,954
118
$310K 0.12%
24,392
-808
119
$308K 0.12%
999
120
$305K 0.11%
2,373
-98
121
$302K 0.11%
11,170
-65,630
122
$299K 0.11%
10,128
-1,797
123
$293K 0.11%
4,001
+10
124
$288K 0.11%
4,428
+390
125
$283K 0.11%
22,932
+4,650
3 4
5
6 7