MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$3.91M
3
+$1.85M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.65M
5
BAC icon
Bank of America
BAC
+$861K

Top Sells

1
+$7.05M
2
+$4.67M
3
+$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.36%
2 Healthcare 14.2%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,079
202
– –
-1,315
203
– –
-4,295
204
– –
-1,302
205
– –
-232,407
206
– –
-2,539
207
– –
-764
208
– –
-20,560
209
– –
-882
210
– –
-9,788
211
– –
-15,770
212
– –
-187,179
5 6 7 8
9