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
201
$307K 0.04%
+20,856
202
$307K 0.04%
+11,850
203
$304K 0.04%
+2,465
204
$302K 0.04%
+14,930
205
$302K 0.04%
+3,626
206
$300K 0.04%
+2,538
207
$296K 0.04%
+16,470
208
$293K 0.04%
+8,104
209
$293K 0.04%
+4,443
210
$289K 0.04%
+5,394
211
$289K 0.04%
8,012
-12,816
212
$288K 0.04%
+2,623
213
$278K 0.03%
+1,673
214
$273K 0.03%
+3,980
215
$272K 0.03%
+13,848
216
$269K 0.03%
+6,057
217
$266K 0.03%
+3,016
218
$264K 0.03%
+2,010
219
$264K 0.03%
+4,050
220
$261K 0.03%
+6,231
221
$251K 0.03%
+2,107
222
$251K 0.03%
+3,700
223
$248K 0.03%
+12,521
224
$247K 0.03%
+2,050
225
$247K 0.03%
+8,281
7 8
9
10 11