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
76
$1.57M 0.19%
+37,348
77
$1.49M 0.18%
+32,076
78
$1.48M 0.18%
63,572
+43,338
79
$1.42M 0.17%
+18,152
80
$1.36M 0.17%
+83,600
81
$1.35M 0.16%
+16,864
82
$1.35M 0.16%
12,040
-1,442
83
$1.33M 0.16%
+31,555
84
$1.32M 0.16%
24,136
-18,592
85
$1.31M 0.16%
+11,022
86
$1.3M 0.16%
+20,099
87
$1.28M 0.16%
+37,993
88
$1.27M 0.16%
+40,638
89
$1.25M 0.15%
+29,903
90
$1.25M 0.15%
+15,705
91
$1.23M 0.15%
20,381
+6,065
92
$1.17M 0.14%
30,322
+12,029
93
$1.16M 0.14%
+9,398
94
$1.11M 0.13%
+12,840
95
$1.08M 0.13%
+31,450
96
$1.08M 0.13%
+40,439
97
$1.07M 0.13%
13,484
-61,750
98
$1.05M 0.13%
+24,800
99
$1.05M 0.13%
+37,279
100
$1.05M 0.13%
+37,392
2 3
4
5 6