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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.6M
3
+$9.21M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.78M
5
TSLA icon
Tesla
TSLA
+$6.37M

Top Sells

1
+$18.9M
2
+$11.7M
3
+$9.2M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.48M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.89%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$209K 0.01%
10,603
-15,556
427
$205K 0.01%
12,486
+512
428
$203K 0.01%
+17,593
429
$200K 0.01%
+10,770
430
– –
-10,098
431
– –
-2,786
432
– –
-26,572
433
– –
-46,590
434
– –
-2,080
435
– –
-11,897
436
– –
-78,586
437
– –
-14,623
438
– –
-47,516
439
– –
-20,155
440
– –
-12,425
441
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-14,248
442
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-46,441
443
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-22,961
444
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-38,172
445
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-20,576
446
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-16,655
447
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-67,146
448
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-20,063
449
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-93,250
450
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-12,594
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