MCP

Mirador Capital Partners Portfolio holdings

AUM $615M
1-Year Return 15.92%
This Quarter Return
-9.88%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$162M
AUM Growth
-$42.6M
Cap. Flow
-$23M
Cap. Flow %
-14.21%
Top 10 Hldgs %
27.72%
Holding
162
New
9
Increased
48
Reduced
67
Closed
28

Sector Composition

1 Financials 12.97%
2 Technology 11.61%
3 Communication Services 10.56%
4 Healthcare 9.42%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SHV icon
151
iShares Short Treasury Bond ETF
SHV
$20.8B
-9,176
Closed -$1.01M
SHYG icon
152
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
-4,945
Closed -$233K
STZ icon
153
Constellation Brands
STZ
$26.2B
-1,008
Closed -$217K
TSLA icon
154
Tesla
TSLA
$1.13T
-69,735
Closed -$1.23M
XLE icon
155
Energy Select Sector SPDR Fund
XLE
$26.7B
-2,787
Closed -$211K
XYZ
156
Block, Inc.
XYZ
$45.7B
-2,810
Closed -$278K
ELLI
157
DELISTED
Ellie Mae Inc
ELLI
-22,401
Closed -$2.12M
BSCI
158
DELISTED
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
-24,408
Closed -$516K
BSJI
159
DELISTED
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
-27,420
Closed -$689K
COL
160
DELISTED
Rockwell Collins
COL
-14,378
Closed -$2.02M
VEDL
161
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
-22,393
Closed -$287K
CELG
162
DELISTED
Celgene Corp
CELG
-12,403
Closed -$1.11M