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
201
$805K 0.08%
+87,153
202
$800K 0.08%
21,316
+6,239
203
$791K 0.08%
+23,753
204
$788K 0.08%
+13,396
205
$788K 0.08%
+18,483
206
$778K 0.08%
13,113
-11,135
207
$776K 0.08%
+17,296
208
$753K 0.08%
+26,308
209
$748K 0.08%
10,638
+76
210
$746K 0.08%
+11,186
211
$722K 0.08%
+17,187
212
$708K 0.07%
+35,277
213
$701K 0.07%
+20,053
214
$667K 0.07%
+10,070
215
$661K 0.07%
29,484
+3,939
216
$661K 0.07%
+13,833
217
$660K 0.07%
+45,297
218
$660K 0.07%
+10,195
219
$658K 0.07%
27,872
-19,744
220
$651K 0.07%
+40,205
221
$650K 0.07%
+29,788
222
$644K 0.07%
+26,770
223
$639K 0.07%
+73,958
224
$636K 0.07%
+35,209
225
$627K 0.07%
20,540
-1,910
7 8
9
10 11