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
526
$215K 0.01%
2,297
-6
527
$215K 0.01%
+11,745
528
$214K 0.01%
+4,709
529
$213K 0.01%
+10,464
530
$212K 0.01%
4,987
531
$212K 0.01%
3,850
532
$212K 0.01%
22,987
+232
533
$211K 0.01%
14,900
534
$211K 0.01%
15,739
-5,803
535
$211K 0.01%
9,150
536
$210K 0.01%
6,475
537
$210K 0.01%
2,505
538
$208K 0.01%
+7,875
539
$208K 0.01%
+2,150
540
$207K 0.01%
+2,549
541
$207K 0.01%
4,111
+3
542
$204K 0.01%
+8,870
543
$204K 0.01%
991
-79
544
$204K 0.01%
1,547
+15
545
$204K 0.01%
14,331
+387
546
$202K 0.01%
+8,000
547
$200K 0.01%
+1,963
548
$200K 0.01%
+3,972
549
$196K 0.01%
7,857
-2,857
550
$189K 0.01%
10,747
20 21
22
23 24