MAM
McLean Asset Management Portfolio holdings
AUM
$381M
This Quarter Return
+7.58%
1 Year Return
+12.74%
3 Year Return
+53.81%
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
+$259M
(-0.72%)
Cap. Flow
-$6.23M
Cap. Flow
% of AUM
-2.41%
Top 10 Holdings %
Top 10 Hldgs %
67.37%
Holding
144
New
9
Increased
32
Reduced
73
Closed
11
Top Buys
Top Sells
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$1.32M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.02M |
| 3 |
Apple
AAPL
|
$496K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$445K |
| 5 |
IBM
IBM
|
$434K |
Sector Composition
| 1 | Technology | 9% |
| 2 | Financials | 4.1% |
| 3 | Healthcare | 2.78% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Communication Services | 1.6% |
