Mariner

Mariner Portfolio holdings

AUM $77.4B
1-Year Est. Return 22.02%
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$6.65M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.32M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.79M

Top Sells

1
+$25.8M
2
+$9.45M
3
+$6.34M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M

Sector Composition

1 Energy 6.49%
2 Consumer Staples 5.68%
3 Financials 4.95%
4 Communication Services 4.84%
5 Technology 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$248K 0.01%
2,094
+102
502
$246K 0.01%
2,341
503
$244K 0.01%
5,067
504
$244K 0.01%
7,400
505
$244K 0.01%
+1,417
506
$244K 0.01%
8,200
507
$243K 0.01%
853
+50
508
$241K 0.01%
+25,314
509
$241K 0.01%
4,414
-1,347
510
$237K 0.01%
+1,827
511
$237K 0.01%
3,050
-3,148
512
$236K 0.01%
+7,570
513
$235K 0.01%
2,000
514
$234K 0.01%
1,797
-204
515
$232K 0.01%
7,500
516
$232K 0.01%
12,133
517
$230K 0.01%
+5,523
518
$229K 0.01%
+8,177
519
$228K 0.01%
1,785
-70
520
$223K 0.01%
+3,000
521
$222K 0.01%
+4,000
522
$221K 0.01%
1,005
-6
523
$219K 0.01%
4,489
524
$218K 0.01%
6,121
+358
525
$218K 0.01%
3,740
-1,476
19 20
21
22 23