MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$530M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$24.3M
3
+$17.8M
4
FSK icon
FS KKR Capital
FSK
+$15.9M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$15M

Top Sells

1
+$11.6M
2
+$8.39M
3
+$7.48M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.21M
5
VTV icon
Vanguard Value ETF
VTV
+$6.33M

Sector Composition

1 Technology 7.35%
2 Communication Services 6.86%
3 Energy 6.06%
4 Financials 5.85%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 0.91%
+75,682
27
$4.72M 0.89%
44,025
+6,476
28
$4.67M 0.88%
51,864
-19,043
29
$4.58M 0.86%
+54,909
30
$4.51M 0.85%
189,252
+176,060
31
$4.46M 0.84%
32,071
-42,008
32
$4.34M 0.82%
+103,316
33
$4.33M 0.82%
+58,327
34
$4.29M 0.81%
64,585
+25,963
35
$4.27M 0.8%
159,029
+129,821
36
$4.2M 0.79%
84,116
+1,985
37
$4.1M 0.77%
277,689
+141,132
38
$4.04M 0.76%
+47,680
39
$4M 0.75%
+48,512
40
$3.96M 0.75%
+40,717
41
$3.87M 0.73%
+28,213
42
$3.75M 0.71%
79,199
+64,030
43
$3.71M 0.7%
58,341
+40,518
44
$3.7M 0.7%
+17,566
45
$3.66M 0.69%
122,565
+32,850
46
$3.65M 0.69%
111,423
+39,932
47
$3.62M 0.68%
+47,499
48
$3.61M 0.68%
+73,681
49
$3.54M 0.67%
76,664
+49,848
50
$3.45M 0.65%
37,172
+3,724
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2
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