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
251
$445K 0.05%
+11,755
252
$435K 0.05%
+17,844
253
$428K 0.04%
+20,354
254
$422K 0.04%
+11,187
255
$400K 0.04%
+27,920
256
$383K 0.04%
+17,732
257
$382K 0.04%
20,969
+145
258
$379K 0.04%
44,306
259
$369K 0.04%
+12,144
260
$365K 0.04%
+8,035
261
$362K 0.04%
+17,027
262
$362K 0.04%
+12,264
263
$356K 0.04%
+11,597
264
$351K 0.04%
35,901
-32,449
265
$342K 0.04%
+16,366
266
$340K 0.04%
+21,256
267
$337K 0.04%
+10,010
268
$330K 0.03%
+7,543
269
$328K 0.03%
+10,356
270
$321K 0.03%
+13,134
271
$317K 0.03%
12,911
-12,821
272
$313K 0.03%
+12,992
273
$313K 0.03%
+12,498
274
$284K 0.03%
+19,780
275
$264K 0.03%
+15,163
9 10
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