MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
+11.55%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.21B
AUM Growth
+$1.21B
(+11%)
Cap. Flow
+$81.9M
Cap. Flow
% of AUM
6.78%
Top 10 Holdings %
Top 10 Hldgs %
31.15%
Holding
347
New
33
Increased
141
Reduced
128
Closed
41
Top Buys
| 1 |
Apple
AAPL
|
$46.4M |
| 2 |
Tesla
TSLA
|
$19.8M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$15.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
$11.7M |
| 5 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$10.3M |
Top Sells
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Consumer Discretionary | 8.97% |
| 3 | Financials | 3.11% |
| 4 | Communication Services | 3.03% |
| 5 | Healthcare | 2.74% |
