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
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-2,786
432
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-26,572
433
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-46,590
434
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-11,897
435
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-10,255
436
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-136,607
437
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-29,262
438
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-10,806
439
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-78,586
440
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-14,623
441
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-47,516
442
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-20,155
443
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-12,425
444
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-14,248
445
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-46,441
446
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-22,961
447
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-38,172
448
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-20,576
449
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-16,655
450
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-67,146
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