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
126
$281K 0.11%
7,088
-112
127
$275K 0.1%
7,055
128
$269K 0.1%
9,778
-92
129
$265K 0.1%
+26,390
130
$256K 0.1%
+2,518
131
$253K 0.09%
+2,407
132
$252K 0.09%
5,675
+747
133
$250K 0.09%
1,356
+1
134
$249K 0.09%
19,134
+7,802
135
$249K 0.09%
4,763
-1,075
136
$247K 0.09%
10,414
+4
137
$242K 0.09%
+547
138
$241K 0.09%
+1,313
139
$241K 0.09%
5,292
-458
140
$240K 0.09%
3,337
+8
141
$239K 0.09%
8,714
142
$234K 0.09%
+7,400
143
$227K 0.08%
3,810
-221
144
$221K 0.08%
+4,206
145
$219K 0.08%
9,630
-930
146
$214K 0.08%
16,304
147
$212K 0.08%
+1,989
148
$207K 0.08%
17,717
+1,346
149
$205K 0.08%
+4,798
150
$205K 0.08%
6,089
-570
3 4 5
6
7