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
151
$245K 0.11%
23,336
-248
152
$243K 0.11%
16,304
153
$242K 0.11%
+6,122
154
$241K 0.11%
2,881
+36
155
$233K 0.1%
3,100
156
$227K 0.1%
1,057
+19
157
$224K 0.1%
+965
158
$222K 0.1%
+771
159
$219K 0.1%
4,706
-4
160
$209K 0.09%
9,760
+23
161
$204K 0.09%
4,460
+280
162
$187K 0.08%
+10,289
163
$161K 0.07%
10,042
-157
164
$145K 0.06%
11,332
+16
165
$98K 0.04%
23,365
+3,373
166
$12K 0.01%
1,538
+769
167
– –
-2,717
168
– –
-14,598
169
– –
-5,657
170
– –
-5,117
171
– –
-5,549
172
– –
-11,390
173
– –
-648
174
– –
-20,058
175
– –
-1,246
4 5 6
7
8