MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
This Quarter Return
+2.75%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$125M
AUM Growth
+$125M
(+9.5%)
Cap. Flow
+$2.54M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
27.21%
Holding
135
New
28
Increased
29
Reduced
65
Closed
10
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.79M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.84M |
| 3 |
ProShares UltraShort S&P500
SDS
|
$1.68M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.57M |
| 5 |
iShares US Transportation ETF
IYT
|
$1.19M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.21M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.97M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$5.71M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.59M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$1.78M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Communication Services | 11.74% |
| 3 | Technology | 10.37% |
| 4 | Healthcare | 10.3% |
| 5 | Consumer Discretionary | 4.53% |
