MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
-12.87%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.11B
AUM Growth
-$281M
(-20%)
Cap. Flow
-$31.1M
Cap. Flow
% of AUM
-2.81%
Top 10 Holdings %
Top 10 Hldgs %
25.28%
Holding
410
New
42
Increased
144
Reduced
160
Closed
62
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$20.6M |
| 2 |
Hartford Total Return Bond ETF
HTRB
|
$11.4M |
| 3 |
Invesco Short Term Treasury ETF
TBLL
|
$10.5M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.91M |
| 5 |
Microsoft
MSFT
|
$6.35M |
Top Sells
Sector Composition
| 1 | Technology | 10.61% |
| 2 | Consumer Discretionary | 6.94% |
| 3 | Communication Services | 3.67% |
| 4 | Financials | 3.35% |
| 5 | Consumer Staples | 2.43% |
