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
$822M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$59.7M
3
+$42.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$28.4M
5
GM icon
General Motors
GM
+$26.2M

Top Sells

1
+$30.7M
2
+$28.5M
3
+$25.5M
4
FSK icon
FS KKR Capital
FSK
+$23.1M
5
XOM icon
Exxon Mobil
XOM
+$18.9M

Sector Composition

1 Consumer Discretionary 12.77%
2 Technology 7.65%
3 Financials 5.8%
4 Healthcare 5.04%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.32%
+36,879
52
$2.63M 0.32%
+52,429
53
$2.48M 0.3%
+91,333
54
$2.46M 0.3%
+47,679
55
$2.46M 0.3%
+45,512
56
$2.37M 0.29%
+31,795
57
$2.34M 0.29%
+77,042
58
$2.29M 0.28%
9,650
+2,377
59
$2.23M 0.27%
+41,681
60
$2.14M 0.26%
+24,989
61
$2.1M 0.26%
+35,537
62
$2.03M 0.25%
+290,113
63
$2.03M 0.25%
47,778
-2,337
64
$1.97M 0.24%
36,120
+9,510
65
$1.92M 0.23%
+44,619
66
$1.83M 0.22%
23,946
-7,030
67
$1.82M 0.22%
81,992
-5,480
68
$1.82M 0.22%
14,059
-6,796
69
$1.8M 0.22%
15,668
-266,921
70
$1.77M 0.22%
+69,642
71
$1.76M 0.21%
51,535
-389,785
72
$1.76M 0.21%
+64,238
73
$1.71M 0.21%
+7,450
74
$1.69M 0.21%
+52,320
75
$1.62M 0.2%
+21,714
1 2
3
4 5