MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$27.1M
3
+$19.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.4M
5
ARKK icon
ARK Innovation ETF
ARKK
+$13.6M

Top Sells

1
+$6.6M
2
+$6.16M
3
+$5.17M
4
NIO icon
NIO
NIO
+$4.59M
5
TSLA icon
Tesla
TSLA
+$4.33M

Sector Composition

1 Technology 9.67%
2 Consumer Discretionary 7.31%
3 Communication Services 2.83%
4 Financials 2.4%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$219K 0.01%
11,974
-552
402
$208K 0.01%
+13,786
403
$208K 0.01%
+11,848
404
$204K 0.01%
+2,080
405
$200K 0.01%
+2,786
406
– –
-60,516
407
– –
-8,685
408
– –
-31,393
409
– –
-16,790
410
– –
-10,762
411
– –
-22,608
412
– –
-20,000
413
– –
-10,471
414
– –
-19,871
415
– –
-10,787
416
– –
-20,755
417
– –
-12,712
418
– –
-16,143
419
– –
-263,481
420
– –
-74,111
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