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
126
$236K 0.14%
3,320
+1
127
$232K 0.14%
3,000
128
$230K 0.13%
2,399
+7
129
$228K 0.13%
1,313
-120
130
$223K 0.13%
8,332
+8
131
$222K 0.13%
7,677
+2
132
$222K 0.13%
2,518
+1
133
$222K 0.13%
6,267
+20
134
$220K 0.13%
+853
135
$217K 0.13%
7,180
+203
136
$208K 0.12%
2,548
+2
137
$207K 0.12%
3,434
-158
138
$207K 0.12%
+7,945
139
$202K 0.12%
2,968
140
$96K 0.06%
53,988
+3,112
141
$5K ﹤0.01%
48
142
– –
-11,000
143
– –
-109,760
144
– –
-4,649
145
– –
-4,890
146
– –
-16,993
147
– –
-10,176
2 3 4 5
6