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
176
$401K 0.05%
+10,001
177
$394K 0.05%
+23,485
178
$394K 0.05%
8,586
-2,605
179
$387K 0.05%
+5,350
180
$380K 0.05%
56,640
-106,528
181
$372K 0.05%
+9,442
182
$363K 0.04%
+12,112
183
$362K 0.04%
+5,500
184
$359K 0.04%
+90,977
185
$351K 0.04%
+4,154
186
$344K 0.04%
+4,630
187
$344K 0.04%
+11,232
188
$339K 0.04%
+2,482
189
$339K 0.04%
+6,296
190
$338K 0.04%
+4,883
191
$337K 0.04%
+6,223
192
$334K 0.04%
+4,197
193
$332K 0.04%
+12,230
194
$326K 0.04%
+4,942
195
$326K 0.04%
+3,108
196
$323K 0.04%
+9,033
197
$318K 0.04%
+3,754
198
$314K 0.04%
+10,947
199
$310K 0.04%
+11,727
200
$307K 0.04%
20,856
+69
6 7
8
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