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
101
$303K 0.19%
5,668
-622
102
$295K 0.18%
4,200
+400
103
$295K 0.18%
1,463
104
$285K 0.17%
1,200
105
$282K 0.17%
+16,993
106
$281K 0.17%
5,549
-29
107
$278K 0.17%
4,649
+120
108
$277K 0.17%
3,147
+224
109
$276K 0.17%
1,970
-213
110
$270K 0.17%
+4,353
111
$270K 0.17%
+20,607
112
$270K 0.17%
7,257
+539
113
$264K 0.16%
3,629
+130
114
$261K 0.16%
4,420
+240
115
$258K 0.16%
3,642
+115
116
$256K 0.16%
19,292
+2,367
117
$254K 0.16%
11,647
-1,671
118
$253K 0.16%
+3,838
119
$248K 0.15%
8,324
-295
120
$246K 0.15%
28,289
+1,188
121
$242K 0.15%
10,120
-84
122
$242K 0.15%
2,564
-243
123
$239K 0.15%
1,743
124
$234K 0.14%
5,606
125
$230K 0.14%
+4,109
2 3 4
5
6