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
$143M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.5M
3
+$1.57M
4
AAPL icon
Apple
AAPL
+$1.56M
5
CELG
Celgene Corp
CELG
+$1.04M

Top Sells

1
+$4.81M
2
+$4.35M
3
+$3.89M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$3.73M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.6M

Sector Composition

1 Financials 16.59%
2 Technology 13.8%
3 Communication Services 13.32%
4 Healthcare 11.43%
5 Industrials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 5.71%
179,306
+60,522
2
$7.22M 5.03%
161,123
+35,045
3
$6.07M 4.23%
146,812
+37,752
4
$5.57M 3.88%
28,752
-370
5
$4.38M 3.05%
84,835
+411
6
$4.13M 2.88%
23,994
+63
7
$3.62M 2.52%
33,253
-168
8
$3.61M 2.52%
23,566
+602
9
$3.55M 2.48%
69,840
-940
10
$3.34M 2.33%
65,600
+3,820
11
$3.21M 2.24%
24,694
-7,987
12
$3.1M 2.16%
59,681
+4,626
13
$2.76M 1.92%
48,253
+2,040
14
$2.62M 1.82%
84,553
-70
15
$2.56M 1.79%
51,909
+64
16
$2.55M 1.78%
17,967
+205
17
$2.5M 1.74%
+43,757
18
$2.17M 1.52%
22,439
+685
19
$2.15M 1.5%
10,213
-407
20
$2.13M 1.49%
17,035
+158
21
$2.09M 1.46%
40,099
+3,704
22
$2.09M 1.46%
17,188
+65
23
$2.08M 1.45%
84,153
+593
24
$1.89M 1.32%
117,658
+8,963
25
$1.87M 1.31%
19,384
-197
1
2 3 4 5