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MAM

McLean Asset Management Portfolio holdings

AUM $572M
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$16.2M
3
+$15M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$4.54M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$3.28M

Top Sells

1
+$1.81M
2
+$1.75M
3
+$1.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.37M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.2M

Sector Composition

1 Technology 11.14%
2 Financials 3.08%
3 Consumer Discretionary 1.86%
4 Communication Services 1.4%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.62%
30,083
+1,266
27
$2.91M 0.6%
32,187
-968
28
$2.46M 0.51%
11,127
+797
29
$2.4M 0.49%
89,406
-12,731
30
$2.34M 0.48%
7,556
+162
31
$2.32M 0.48%
9,246
+255
32
$2.21M 0.46%
9,620
-1,577
33
$2.18M 0.45%
4,365
+17
34
$2.15M 0.44%
+31,453
35
$1.93M 0.4%
+53,568
36
$1.69M 0.35%
21,207
-539
37
$1.62M 0.33%
23,656
+32
38
$1.62M 0.33%
42,712
-10,113
39
$1.56M 0.32%
6,222
+51
40
$1.55M 0.32%
5,319
+36
41
$1.41M 0.29%
1,964
+84
42
$1.34M 0.28%
11,200
-3,743
43
$1.32M 0.27%
3,788
-10
44
$1.29M 0.27%
25,534
+218
45
$1.24M 0.26%
1,465
-30
46
$1.22M 0.25%
1,803
+65
47
$1.21M 0.25%
8,423
-1,799
48
$1.2M 0.25%
15,430
-4,512
49
$1.17M 0.24%
11,697
-13,762
50
$1.06M 0.22%
1,825
-56
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2
3 4 5