Mirador Capital Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.9M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$2.65M |
| 3 |
Apple
AAPL
|
+$1.63M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.59M |
| 5 |
CELG
Celgene Corp
CELG
|
+$1.15M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.59% |
| 2 | Technology | 13.8% |
| 3 | Communication Services | 13.32% |
| 4 | Healthcare | 11.43% |
| 5 | Industrials | 4.14% |
Similar funds
Mirador Capital Partners's Q1 2018 Portfolio in Review
As of Q1 2018, Mirador Capital Partners held 149 positions worth $143M, down 21% from $183M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Mirador Capital Partners withdrew a net $36.3M in Q1 2018, closing 31 positions and reducing 30 holdings. Its most notable exit was Invesco BulletShares 2018 High Yield Corporate Bond ETF, an estimated $4.81M position sold in full.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 13% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Mirador Capital Partners opened a new position in State Street Materials Select Sector SPDR ETF worth $2.5M.
- Mirador Capital Partners's largest Q1 2018 buy was State Street Materials Select Sector SPDR ETF: 87,514 shares worth $2.5M.
- Mirador Capital Partners added most to Vanguard FTSE Emerging Markets ETF in Q1 2018, an estimated $2.9M increase.
- Mirador Capital Partners's biggest Q1 2018 reduction was Natus Medical Inc, cutting an estimated $1.31M.
- Mirador Capital Partners fully exited Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2018, selling an estimated $4.81M.
- Mirador Capital Partners's ten largest holdings make up 35% of its $143M portfolio in Q1 2018.
- Mirador Capital Partners opened 8 new positions and closed 31 in Q1 2018.
- Mirador Capital Partners's portfolio value fell 21% quarter-over-quarter to $143M.
Based on Mirador Capital Partners's 13F filing for Q1 2018, filed 2 May 2018.