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
$1.11B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.4M
3
+$10.5M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.91M
5
MSFT icon
Microsoft
MSFT
+$6.35M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$10.3M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$7.65M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$7.41M

Sector Composition

1 Technology 10.61%
2 Consumer Discretionary 6.94%
3 Communication Services 3.67%
4 Financials 3.35%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.41M 0.76%
210,416
-20,032
27
$8.28M 0.75%
53,781
-5,662
28
$8.25M 0.75%
220,249
+24,880
29
$8.23M 0.74%
54,762
-1,395
30
$7.93M 0.72%
53,060
+17,858
31
$7.9M 0.71%
61,184
+1,959
32
$7.59M 0.69%
87,632
-16,665
33
$7.34M 0.66%
277,658
+87,661
34
$7.19M 0.65%
256,298
+58,817
35
$7.13M 0.64%
189,487
+10,311
36
$7.03M 0.63%
73,759
+16,583
37
$7.02M 0.63%
147,876
-330,888
38
$7M 0.63%
58,435
-2,083
39
$6.94M 0.63%
124,247
-26,879
40
$6.91M 0.62%
+75,418
41
$6.8M 0.61%
33,635
+573
42
$6.6M 0.6%
84,629
-30,750
43
$6.26M 0.57%
118,135
-385
44
$5.91M 0.53%
26,012
+2,139
45
$5.84M 0.53%
36,581
-1,232
46
$5.83M 0.53%
122,139
-88,670
47
$5.77M 0.52%
24,993
-4,533
48
$5.73M 0.52%
110,948
+14,838
49
$5.69M 0.51%
83,381
+2,159
50
$5.68M 0.51%
66,355
+7,104
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