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
51
$1.37M 0.75%
+13,898
52
$1.37M 0.75%
16,516
+435
53
$1.34M 0.73%
54,568
+2,453
54
$1.32M 0.72%
41,372
+1,282
55
$1.24M 0.68%
49,833
+2,503
56
$1.22M 0.67%
27,255
+667
57
$1.14M 0.62%
15,646
+683
58
$1.12M 0.61%
13,623
+25
59
$1.12M 0.61%
8,026
+2,005
60
$1.12M 0.61%
9,529
+135
61
$1.09M 0.6%
57,182
+3,198
62
$1.09M 0.6%
12,890
+413
63
$1.07M 0.59%
42,941
+2,305
64
$1.02M 0.56%
38,644
+1,903
65
$972K 0.53%
16,161
+514
66
$942K 0.52%
6,376
+735
67
$838K 0.46%
14,173
+741
68
$777K 0.43%
10,839
+4,984
69
$755K 0.41%
30,180
+6,568
70
$664K 0.36%
8,005
+354
71
$663K 0.36%
6,307
-30
72
$629K 0.34%
11,993
+4,755
73
$604K 0.33%
10,137
-21,410
74
$580K 0.32%
6,314
75
$547K 0.3%
+6,897
1 2
3
4 5