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
$565M
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.3M
3
+$2.05M
4
CRM icon
Salesforce
CRM
+$1.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.61M

Top Sells

1
+$57.7M
2
+$50.7M
3
+$40.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$36.9M
5
AAPL icon
Apple
AAPL
+$30.9M

Sector Composition

1 Technology 16.08%
2 Industrials 4.92%
3 Consumer Discretionary 3.18%
4 Financials 2.88%
5 Communication Services 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-50,224
177
– –
-12,495
178
– –
-13,379
179
– –
-19,222
180
– –
-13,760
181
– –
-78,683
182
– –
-10,867
183
– –
-23,289
184
– –
-11,193
185
– –
-11,989
186
– –
-15,139
187
– –
-10,896
188
– –
-10,119
189
– –
-45,145
190
– –
-28,993
191
– –
-23,395
192
– –
-12,337
193
– –
-17,580
194
– –
-23,068
195
– –
-99,184
196
– –
-16,855
197
– –
-41,247
198
– –
-11,198
199
– –
-25,076
200
– –
-74,390
6 7
8
9 10