MAM

McLean Asset Management Portfolio holdings

AUM $558M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$436K
3
+$298K
4
TSLA icon
Tesla
TSLA
+$269K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$252K

Top Sells

1
+$891K
2
+$774K
3
+$428K
4
XOM icon
Exxon Mobil
XOM
+$252K
5
LMT icon
Lockheed Martin
LMT
+$215K

Sector Composition

1 Technology 9.3%
2 Healthcare 2.76%
3 Financials 2.75%
4 Consumer Discretionary 1.95%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.11%
910
+1
102
$275K 0.11%
660
103
$274K 0.11%
5,303
-138
104
$269K 0.11%
+1,027
105
$263K 0.1%
7,073
-70
106
$262K 0.1%
364
-1
107
$260K 0.1%
1,055
+3
108
$248K 0.1%
714
-1
109
$245K 0.1%
1,274
+1
110
$244K 0.1%
10,587
111
$241K 0.09%
97
-1
112
$237K 0.09%
1,475
113
$237K 0.09%
2,468
+4
114
$234K 0.09%
726
+3
115
$234K 0.09%
2,756
-160
116
$226K 0.09%
2,071
-41
117
$224K 0.09%
2,027
-7
118
$222K 0.09%
4,240
119
$218K 0.09%
2,551
-227
120
$216K 0.08%
471
-1
121
$213K 0.08%
79
122
$212K 0.08%
+941
123
$212K 0.08%
2,855
-87
124
$212K 0.08%
3,515
125
$211K 0.08%
522
-30
2 3 4
5
6