MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.37M
3
+$1.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$547K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$467K

Top Sells

1
+$1.3M
2
+$1.28M
3
+$799K
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$575K
5
IBB icon
iShares Biotechnology ETF
IBB
+$415K

Sector Composition

1 Financials 13.07%
2 Communication Services 10.66%
3 Healthcare 9.69%
4 Technology 9.62%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.77M 3.16%
29,122
-27
2
$5.66M 3.1%
126,078
+7,026
3
$5.45M 2.99%
118,784
+10,163
4
$4.81M 2.64%
191,800
+9,605
5
$4.61M 2.53%
109,060
-1,056
6
$4.35M 2.38%
169,688
-9,863
7
$4.34M 2.38%
32,681
+838
8
$4.22M 2.31%
23,931
+867
9
$3.9M 2.13%
84,424
+529
10
$3.89M 2.13%
159,715
+15,039
11
$3.73M 2.04%
175,172
+4,295
12
$3.7M 2.03%
70,780
+560
13
$3.57M 1.96%
33,421
+309
14
$3.5M 1.92%
22,964
+8,504
15
$3.34M 1.83%
55,055
-581
16
$3.27M 1.79%
53,429
-160
17
$3.25M 1.78%
61,780
+280
18
$2.74M 1.5%
51,845
+32,704
19
$2.71M 1.48%
84,623
+2,303
20
$2.6M 1.43%
46,213
+1,916
21
$2.6M 1.42%
124,932
+9,635
22
$2.59M 1.42%
17,762
+394
23
$2.59M 1.42%
122,377
+4,625
24
$2.55M 1.39%
120,254
+4,649
25
$2.45M 1.34%
83,560
+978
1
2 3 4 5