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
$422M
AUM Growth
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.1M
3
+$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1
+$11.9M
2
+$8.94M
3
+$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.05%
1,936
-144
177
$215K 0.05%
+4,209
178
$212K 0.05%
+1,647
179
$205K 0.05%
16,027
-640
180
$153K 0.04%
11,475
-1,500
181
$150K 0.04%
14,824
-10,989
182
$130K 0.03%
15,490
-88
183
$113K 0.03%
11,773
-9,573
184
$92.6K 0.02%
+47,956
185
$62.5K 0.01%
+15,361
186
$51.7K 0.01%
+1,672
187
$49.9K 0.01%
29,690
+5,500
188
$30.3K 0.01%
60,039
189
$9.33K ﹤0.01%
938
-85
190
– –
-2,343
191
– –
-7,100
192
– –
-5,270
193
– –
-37,579
194
– –
-3,000
195
– –
-11,845
196
– –
-16,357
197
– –
-33,695
198
– –
-14,657
199
– –
-1,088
200
– –
-10,843
5 6 7
8
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