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
51
$1.25M 0.76%
48,655
+1,728
52
$1.24M 0.76%
12,242
+246
53
$1.23M 0.76%
58,512
+18,002
54
$1.2M 0.74%
47,461
+15,515
55
$1.2M 0.74%
14,807
+499
56
$1.19M 0.73%
48,041
+14,100
57
$1.18M 0.72%
39,674
+1,433
58
$1.16M 0.71%
54,854
+15,201
59
$1.03M 0.63%
9,246
+108
60
$1.03M 0.63%
40,789
+13,798
61
$1.01M 0.62%
12,280
+619
62
$988K 0.61%
36,880
+13,563
63
$970K 0.59%
26,346
+695
64
$968K 0.59%
13,482
+369
65
$968K 0.59%
53,444
+19,601
66
$933K 0.57%
19,084
-3,846
67
$835K 0.51%
10,176
+215
68
$793K 0.49%
5,953
+5
69
$790K 0.48%
34,926
+1,776
70
$766K 0.47%
+5,621
71
$761K 0.47%
13,299
+872
72
$648K 0.4%
6,307
-7,614
73
$640K 0.39%
7,625
+4,405
74
$569K 0.35%
6,279
75
$567K 0.35%
22,091
+1,172
1 2
3
4 5