MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
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
+$6.23M
2
+$2.47M
3
+$1.32M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.23M
5
AAL icon
American Airlines Group
AAL
+$1.1M

Top Sells

1
+$6.42M
2
+$1.74M
3
+$1.3M
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
176
– –
-20,058
177
– –
-6,480
178
– –
-11,390
179
– –
-5,549
180
– –
-5,117
181
– –
-29,196
182
– –
-2,717
183
– –
-11,314
4 5 6 7
8