Mariner Portfolio holdings
AUM
$85.7B
1-Year Est. Return
24.33%
This Fund
S&P 500
1 Year Est. Return
+24.33%
AUM
$2.17B
AUM Growth
+$99.9M
(+4.8%)
Holding
862
Top Buys
| 1 | +$16.7M | |
| 2 | +$14.2M | |
| 3 | +$13.7M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$11.9M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.58M |
Top Sells
| 1 | +$26M | |
| 2 | +$12.8M | |
| 3 | +$9.52M | |
| 4 |
iShares Gold Trust
IAU
|
+$6.67M |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$6.13M |
Sector Composition
| 1 | Energy | 6.77% |
| 2 | Consumer Staples | 5.91% |
| 3 | Financials | 4.95% |
| 4 | Communication Services | 4.81% |
| 5 | Healthcare | 3.83% |