MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
This Quarter Return
+2.97%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$163M
AUM Growth
+$163M
(+19%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
11.93%
Top 10 Holdings %
Top 10 Hldgs %
28.6%
Holding
148
New
16
Increased
86
Reduced
26
Closed
6
Top Buys
| 1 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
$3.01M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.03M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$1.71M |
| 4 |
iShares Biotechnology ETF
IBB
|
$1.44M |
| 5 |
Baidu
BIDU
|
$1.41M |
Top Sells
| 1 |
Tesla
TSLA
|
$1.51M |
| 2 |
Phillips 66
PSX
|
$1.11M |
| 3 |
iRobot
IRBT
|
$782K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$557K |
| 5 |
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% |
