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
$224M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$2.15M
3
+$1.29M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.26M
5
CRM icon
Salesforce
CRM
+$1.04M

Top Sells

1
+$6.42M
2
+$1.74M
3
+$1.31M
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
1
$8.63M 3.85%
350,184
+252,527
2
$6.92M 3.09%
123,644
+2,856
3
$6.63M 2.96%
311,484
+38,008
4
$6.56M 2.93%
308,646
+36,776
5
$5.96M 2.66%
277,257
+7,267
6
$5.93M 2.65%
278,606
+2,495
7
$5.93M 2.65%
247,643
+35,924
8
$5.77M 2.58%
27,742
+239
9
$5.1M 2.28%
126,705
+6,389
10
$5.01M 2.24%
97,251
+8,944
11
$4.23M 1.89%
83,922
+6,344
12
$3.96M 1.77%
64,940
+1,720
13
$3.88M 1.73%
32,926
+47
14
$3.66M 1.63%
74,889
-1,345
15
$3.45M 1.54%
19,355
-935
16
$3.41M 1.52%
39,320
+1,360
17
$3.4M 1.52%
55,680
+1,020
18
$3.16M 1.41%
52,389
+154
19
$3.03M 1.35%
143,648
-19,059
20
$2.88M 1.29%
47,954
+344
21
$2.87M 1.28%
17,564
+24
22
$2.71M 1.21%
71,460
+4,423
23
$2.65M 1.18%
6,955
+1,329
24
$2.64M 1.18%
20,253
+778
25
$2.64M 1.18%
9,060
-130
1
2 3 4 5