MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$822M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$59.7M
3
+$42.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$28.4M
5
GM icon
General Motors
GM
+$26.2M

Top Sells

1
+$30.7M
2
+$28.5M
3
+$25.5M
4
FSK icon
FS KKR Capital
FSK
+$23.1M
5
XOM icon
Exxon Mobil
XOM
+$18.9M

Sector Composition

1 Consumer Discretionary 12.77%
2 Technology 7.65%
3 Financials 5.8%
4 Healthcare 5.04%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.03%
+8,806
227
$240K 0.03%
+6,017
228
$240K 0.03%
+8,083
229
$239K 0.03%
+8,840
230
$239K 0.03%
+4,000
231
$239K 0.03%
+2,889
232
$238K 0.03%
+1,797
233
$237K 0.03%
+12,600
234
$228K 0.03%
+9,604
235
$228K 0.03%
+18,560
236
$224K 0.03%
11,274
-21,566
237
$222K 0.03%
+537
238
$220K 0.03%
4,911
-14,747
239
$220K 0.03%
+2,940
240
$219K 0.03%
3,072
-22,954
241
$216K 0.03%
+3,415
242
$216K 0.03%
+3,904
243
$216K 0.03%
+38,630
244
$213K 0.03%
+9,418
245
$207K 0.03%
+8,440
246
$207K 0.03%
+1,376
247
$206K 0.03%
+2,943
248
$204K 0.02%
+3,293
249
$203K 0.02%
+8,571
250
$201K 0.02%
+2,876
8 9
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