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
$183M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.37M
3
+$1.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$547K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$467K

Top Sells

1
+$1.3M
2
+$1.28M
3
+$799K
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$575K
5
IBB icon
iShares Biotechnology ETF
IBB
+$415K

Sector Composition

1 Financials 13.07%
2 Communication Services 10.66%
3 Healthcare 9.69%
4 Technology 9.62%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.24%
107,232
+4,139
27
$2.11M 1.16%
16,877
+232
28
$2.1M 1.15%
17,123
+2,022
29
$2.04M 1.12%
36,395
+1,086
30
$2.02M 1.1%
10,620
+191
31
$2.02M 1.1%
97,415
+3,863
32
$2.01M 1.1%
96,323
+3,838
33
$1.95M 1.07%
21,754
+1,143
34
$1.89M 1.04%
19,581
+284
35
$1.88M 1.03%
88,941
+1,418
36
$1.87M 1.02%
48,969
-451
37
$1.86M 1.02%
42,621
+497
38
$1.82M 1%
13,426
-340
39
$1.78M 0.97%
90,365
+5,688
40
$1.76M 0.96%
3,420
+38
41
$1.71M 0.94%
49,798
+1,322
42
$1.71M 0.94%
108,695
+3,522
43
$1.66M 0.91%
23,248
+788
44
$1.61M 0.88%
48,502
-601
45
$1.56M 0.85%
23,825
+842
46
$1.56M 0.85%
40,666
+676
47
$1.56M 0.85%
75,045
+45
48
$1.54M 0.85%
73,351
+1,803
49
$1.46M 0.8%
6,211
-33
50
$1.42M 0.78%
12,467
+172
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