Mirador Capital Partners Portfolio holdings
Top Buys
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AT&T
T
|
+$1.54M |
| 2 |
KKR & Co
KKR
|
+$1.53M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$885K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$721K |
| 5 |
Apple
AAPL
|
+$656K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.78% |
| 2 | Financials | 11.43% |
| 3 | Communication Services | 10.15% |
| 4 | Healthcare | 9.08% |
| 5 | Industrials | 3.3% |
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Mirador Capital Partners's Q2 2018 Portfolio in Review
As of Q2 2018, Mirador Capital Partners held 150 positions worth $184M, up 28% from $143M the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Mirador Capital Partners deployed $38M of net new capital in Q2 2018, opening 32 new positions and adding to 24 existing holdings. Its largest new stake was Invesco BulletShares 2019 High Yield Corporate Bond ETF: 173,382 shares worth $4.19M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was AT&T, an estimated $1.54M trimmed.
- Mirador Capital Partners's largest Q2 2018 buy was Invesco BulletShares 2019 High Yield Corporate Bond ETF: 173,382 shares worth $4.19M.
- Mirador Capital Partners added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018, an estimated $250K increase.
- Mirador Capital Partners's biggest Q2 2018 reduction was AT&T, cutting an estimated $1.54M.
- Mirador Capital Partners fully exited KKR & Co in Q2 2018, selling an estimated $1.53M.
- Mirador Capital Partners's ten largest holdings make up 27% of its $184M portfolio in Q2 2018.
- Mirador Capital Partners opened 32 new positions and closed 7 in Q2 2018.
- Mirador Capital Partners's portfolio value rose 28% quarter-over-quarter to $184M.
Based on Mirador Capital Partners's 13F filing for Q2 2018, filed 8 Aug 2018.