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
76
$562K 0.34%
6,323
77
$549K 0.34%
21,752
+3,960
78
$451K 0.28%
5,626
+624
79
$436K 0.27%
3,345
80
$433K 0.27%
5,915
-885
81
$427K 0.26%
3,076
82
$423K 0.26%
8,467
83
$411K 0.25%
11,200
84
$407K 0.25%
1,645
+420
85
$405K 0.25%
5,198
+1,198
86
$404K 0.25%
9,535
+41
87
$402K 0.25%
7,248
+469
88
$384K 0.24%
3,346
-97
89
$378K 0.23%
22,206
-192
90
$360K 0.22%
9,118
+394
91
$355K 0.22%
1,500
92
$353K 0.22%
35,802
+1,038
93
$343K 0.21%
13,753
-871
94
$330K 0.2%
9,450
+1,500
95
$328K 0.2%
6,653
-127
96
$323K 0.2%
4,679
+144
97
$321K 0.2%
1,632
+55
98
$312K 0.19%
2,900
-20
99
$312K 0.19%
+2,981
100
$303K 0.19%
6,448
+485
2 3
4
5 6