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
76
$1.68M 0.32%
35,927
+18,068
77
$1.63M 0.31%
11,257
+540
78
$1.6M 0.3%
66,770
+26,889
79
$1.51M 0.28%
14,227
+3,032
80
$1.45M 0.27%
64,824
+17,846
81
$1.41M 0.27%
40,117
+14,393
82
$1.37M 0.26%
+19,186
83
$1.36M 0.26%
+21,957
84
$1.35M 0.25%
16,178
-17,692
85
$1.31M 0.25%
+98,732
86
$1.3M 0.24%
+23,481
87
$1.29M 0.24%
25,036
+9,071
88
$1.29M 0.24%
+17,757
89
$1.28M 0.24%
+17,850
90
$1.12M 0.21%
20,359
-31,859
91
$1.1M 0.21%
+33,698
92
$1.04M 0.2%
+38,424
93
$1.01M 0.19%
+15,075
94
$994K 0.19%
35,940
+767
95
$962K 0.18%
9,754
-75,887
96
$931K 0.18%
+11,011
97
$912K 0.17%
+24,988
98
$907K 0.17%
+32,050
99
$854K 0.16%
17,032
+1,398
100
$831K 0.16%
+10,640
2 3
4
5 6