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
$313M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$17.2M
3
+$16.4M
4
BND icon
Vanguard Total Bond Market
BND
+$9.57M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.49M

Top Sells

1
+$10.6M
2
+$8.29M
3
+$8.15M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.98M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.14M

Sector Composition

1 Technology 7.1%
2 Communication Services 4.68%
3 Energy 3.87%
4 Industrials 3.8%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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133
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135
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138
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-46,068
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6