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MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Sells

1 +$14M
2 +$9.85M
3 +$8.94M
4
FSK icon
FS KKR Capital
FSK
+$8.45M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.05M

Sector Composition

1 Financials 5.44%
2 Healthcare 2.78%
3 Communication Services 2.15%
4 Energy 1.9%
5 Technology 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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112
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-142,116
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115
-85,690
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-34,089
117
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118
-62,282
119
-30,375
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-365,456
121
-17,201
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-150,087
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-10,108
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-41,924
125
-20,953