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
301
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-11,610
302
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303
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-10,240
304
– –
-11,711
305
– –
-15,835
306
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-20,841
307
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-33,812
308
– –
-69,603
309
– –
-30,420
9 10 11 12
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