MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
+2.34%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$313M
AUM Growth
+$164M
(+110%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
6.94%
Top 10 Holdings %
Top 10 Hldgs %
34%
Holding
141
New
68
Increased
22
Reduced
19
Closed
31
Top Buys
| 1 |
Apple
AAPL
|
$18M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$17.4M |
| 3 |
Vanguard Total Bond Market
BND
|
$9.64M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.64M |
| 5 |
Chevron
CVX
|
$8.17M |
Top Sells
Sector Composition
| 1 | Technology | 7.1% |
| 2 | Communication Services | 4.68% |
| 3 | Energy | 3.87% |
| 4 | Industrials | 3.8% |
| 5 | Financials | 3.33% |
