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
$184M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.14M
3
+$3.43M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.32M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$3.31M

Top Sells

1
+$1.53M
2
+$1.48M
3
+$885K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$738K
5
AAPL icon
Apple
AAPL
+$670K

Sector Composition

1 Technology 13.78%
2 Financials 11.43%
3 Communication Services 10.15%
4 Healthcare 9.08%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.52M 4.09%
178,106
-1,200
2
$6.91M 3.76%
161,076
-47
3
$6.12M 3.33%
132,336
-14,476
4
$5.14M 2.8%
27,555
-1,197
5
$4.61M 2.51%
23,738
-256
6
$4.23M 2.3%
85,063
+228
7
$4.19M 2.28%
+173,382
8
$4.14M 2.25%
+196,415
9
$3.91M 2.13%
70,020
+180
10
$3.73M 2.03%
66,100
+500
11
$3.43M 1.87%
+163,263
12
$3.39M 1.85%
32,552
-701
13
$3.32M 1.81%
+159,793
14
$3.31M 1.8%
+160,307
15
$3.28M 1.78%
+162,343
16
$3.27M 1.78%
24,098
-596
17
$3.27M 1.78%
58,978
-703
18
$3.15M 1.71%
+156,768
19
$3.12M 1.7%
19,058
-4,508
20
$3.04M 1.65%
+123,500
21
$2.69M 1.46%
48,189
-64
22
$2.68M 1.46%
83,336
-1,217
23
$2.61M 1.42%
51,819
-90
24
$2.58M 1.4%
17,914
-53
25
$2.53M 1.38%
43,608
-149
1
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