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
$956M
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.3M
3
+$20.7M
4
XOM icon
Exxon Mobil
XOM
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$10M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.28M

Sector Composition

1 Technology 12.01%
2 Financials 4.7%
3 Energy 4.04%
4 Consumer Discretionary 3.94%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M 0.11%
+26,383
177
$1.02M 0.11%
29,891
-37,602
178
$1.02M 0.11%
+10,345
179
$1.02M 0.11%
14,648
-45
180
$1.02M 0.11%
+16,804
181
$999K 0.1%
15,066
182
$998K 0.1%
37,457
-13,106
183
$969K 0.1%
+16,111
184
$958K 0.1%
12,775
+2,333
185
$945K 0.1%
16,010
-462
186
$941K 0.1%
+16,591
187
$937K 0.1%
+13,328
188
$915K 0.1%
+13,453
189
$894K 0.09%
+22,333
190
$893K 0.09%
+18,873
191
$889K 0.09%
+14,220
192
$883K 0.09%
70,661
+51,878
193
$881K 0.09%
+27,514
194
$872K 0.09%
+18,021
195
$853K 0.09%
+13,555
196
$852K 0.09%
27,281
+3,010
197
$837K 0.09%
+17,269
198
$830K 0.09%
+10,251
199
$822K 0.09%
+18,306
200
$814K 0.09%
47,796
+11,564
6 7
8
9 10