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
$956M
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.3M
3
+$20.7M
4
XOM icon
Exxon Mobil
XOM
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$10M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.28M

Sector Composition

1 Technology 12.01%
2 Financials 4.7%
3 Energy 4.04%
4 Consumer Discretionary 3.94%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$617K 0.06%
+25,693
227
$608K 0.06%
+11,335
228
$594K 0.06%
10,248
-925
229
$566K 0.06%
+21,984
230
$560K 0.06%
+21,045
231
$548K 0.06%
12,394
232
$548K 0.06%
11,421
+294
233
$539K 0.06%
+10,057
234
$533K 0.06%
12,313
-9,570
235
$533K 0.06%
12,964
-5,802
236
$533K 0.06%
+16,460
237
$531K 0.06%
+28,026
238
$530K 0.06%
10,262
-140
239
$526K 0.06%
+30,334
240
$524K 0.05%
+17,819
241
$509K 0.05%
+21,489
242
$508K 0.05%
18,179
+528
243
$507K 0.05%
16,240
+2,100
244
$483K 0.05%
+15,735
245
$480K 0.05%
+8,904
246
$478K 0.05%
19,818
+1,550
247
$478K 0.05%
35,101
+1,601
248
$470K 0.05%
+27,408
249
$469K 0.05%
+11,320
250
$452K 0.05%
30,480
+3,609
8 9
10
11 12