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
126
$229K 0.14%
3,280
+400
127
$229K 0.14%
3,319
-209
128
$225K 0.14%
2,392
+175
129
$224K 0.14%
+1,429
130
$223K 0.14%
2,517
-6,290
131
$220K 0.13%
+1,433
132
$220K 0.13%
4,890
133
$219K 0.13%
7,675
+423
134
$218K 0.13%
+6,247
135
$211K 0.13%
+4,280
136
$207K 0.13%
3,592
-2,535
137
$206K 0.13%
+2,546
138
$204K 0.13%
+6,977
139
$203K 0.12%
+2,968
140
$202K 0.12%
3,000
141
$103K 0.06%
50,876
+31,447
142
$5K ﹤0.01%
48
143
– –
-10,063
144
– –
-3,731
145
– –
-15,026
146
– –
-3,677
147
– –
-13,996
148
– –
-3,952
2 3 4 5
6