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
126
$231K 0.13%
10,120
127
$231K 0.13%
+4,945
128
$230K 0.13%
5,056
-50
129
$225K 0.12%
8,135
+2
130
$221K 0.12%
8,051
-60
131
$218K 0.12%
+3,448
132
$217K 0.12%
+5,282
133
$215K 0.12%
15,390
+77
134
$215K 0.12%
624
-3
135
$211K 0.11%
4,180
136
$211K 0.11%
963
-5
137
$210K 0.11%
+6,676
138
$206K 0.11%
+1,462
139
$200K 0.11%
+1,655
140
$191K 0.1%
88,764
+8,952
141
$183K 0.1%
+10,348
142
$174K 0.09%
12,793
+2,333
143
$153K 0.08%
+11,540
144
– –
-10,416
145
– –
-2,697
146
– –
-10,966
147
– –
-7,163
148
– –
-73,061
149
– –
-10,790
150
– –
-6,270
2 3 4 5
6