MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+5.81%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$956M
AUM Growth
+$341M
(+55%)
Cap. Flow
+$309M
Cap. Flow
% of AUM
32.28%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
310
New
157
Increased
65
Reduced
55
Closed
30
Top Buys
| 1 |
Apple
AAPL
|
$30.4M |
| 2 |
Intel
INTC
|
$29.3M |
| 3 |
Amazon
AMZN
|
$20.7M |
| 4 |
Exxon Mobil
XOM
|
$13.5M |
| 5 |
Meta Platforms (Facebook)
META
|
$11.7M |
Top Sells
Sector Composition
| 1 | Technology | 12.01% |
| 2 | Financials | 4.7% |
| 3 | Energy | 4.04% |
| 4 | Consumer Discretionary | 3.94% |
| 5 | Communication Services | 3.79% |
