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
276
$259K 0.03%
25,000
-4,800
277
$254K 0.03%
+10,949
278
$232K 0.02%
+13,942
279
$227K 0.02%
+13,326
280
$223K 0.02%
+11,590
281
– –
-21,658
282
– –
-42,324
283
– –
-13,093
284
– –
-15,815
285
– –
-17,632
286
– –
-6,304
287
– –
-34,398
288
– –
-27,164
289
– –
-35,922
290
– –
-26,950
291
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-54,235
292
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-15,367
293
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-19,523
294
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-37,524
295
– –
-28,291
296
– –
-21,049
297
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-86,712
298
– –
-34,084
299
– –
-12,961
300
– –
-18,116
9 10 11
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