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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
76
$743K 0.15%
7,776
-18
77
$707K 0.15%
3,307
-41
78
$706K 0.15%
1,968
+21
79
$662K 0.14%
831
+18
80
$658K 0.14%
1,721
+70
81
$649K 0.13%
10,609
+1,217
82
$629K 0.13%
5,504
+176
83
$604K 0.12%
1,223
-9
84
$597K 0.12%
2,743
+2
85
$576K 0.12%
8,748
-56
86
$575K 0.12%
3,055
-7
87
$562K 0.12%
5,442
+27
88
$562K 0.12%
539
+24
89
$555K 0.11%
4,770
+20
90
$555K 0.11%
6,494
+233
91
$492K 0.1%
2,071
+5
92
$483K 0.1%
3,053
+46
93
$481K 0.1%
2,397
-2
94
$471K 0.1%
703
+3
95
$463K 0.1%
1,564
+47
96
$446K 0.09%
12,296
+62
97
$417K 0.09%
5,730
98
$416K 0.09%
2,465
+6
99
$411K 0.08%
5,957
-11
100
$409K 0.08%
1,340
2 3
4
5 6