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
$163M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.03M
3
+$1.71M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.44M
5
BIDU icon
Baidu
BIDU
+$1.41M

Top Sells

1
+$1.51M
2
+$1.11M
3
+$782K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$557K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$433K

Sector Composition

1 Financials 13.71%
2 Communication Services 11.55%
3 Healthcare 10.5%
4 Technology 9.26%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.08%
29,183
+514
27
$1.75M 1.07%
34,537
+1,640
28
$1.71M 1.05%
+15,024
29
$1.71M 1.05%
19,175
+906
30
$1.7M 1.04%
103,515
+1,079
31
$1.69M 1.04%
48,552
+17,618
32
$1.64M 1%
13,784
-46
33
$1.53M 0.94%
47,878
+2,866
34
$1.45M 0.89%
41,659
+1,192
35
$1.42M 0.87%
3,335
+46
36
$1.41M 0.86%
+6,214
37
$1.38M 0.85%
70,820
+1,592
38
$1.36M 0.83%
19,173
-244
39
$1.36M 0.83%
64,019
+19,850
40
$1.36M 0.83%
11,000
+104
41
$1.33M 0.82%
62,451
+20,261
42
$1.32M 0.81%
20,095
+772
43
$1.3M 0.79%
52,156
+15,625
44
$1.29M 0.79%
62,019
+18,338
45
$1.28M 0.79%
61,283
+18,171
46
$1.28M 0.78%
59,839
+17,795
47
$1.27M 0.78%
22,534
+712
48
$1.26M 0.77%
15,907
+524
49
$1.26M 0.77%
39,611
-295
50
$1.25M 0.77%
63,436
+20,018
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