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
126
$354K 0.16%
2,547
+172
127
$347K 0.15%
2,689
-1,498
128
$346K 0.15%
7,338
+1,239
129
$344K 0.15%
+6,467
130
$335K 0.15%
1,615
+189
131
$335K 0.15%
7,429
+215
132
$331K 0.15%
+243,442
133
$314K 0.14%
12,965
+171
134
$308K 0.14%
11,700
+2,705
135
$308K 0.14%
10,574
-9
136
$307K 0.14%
2,468
-239
137
$298K 0.13%
2,760
-42
138
$295K 0.13%
268,049
+75,604
139
$294K 0.13%
4,661
+100
140
$294K 0.13%
9,969
141
$275K 0.12%
10,915
+79
142
$275K 0.12%
1,815
+159
143
$272K 0.12%
9,028
+772
144
$270K 0.12%
6,866
+996
145
$266K 0.12%
5,910
+241
146
$259K 0.12%
+2,525
147
$258K 0.12%
+11,998
148
$257K 0.11%
3,875
+65
149
$254K 0.11%
3,000
150
$253K 0.11%
+15,346
4 5
6
7 8