We are live on ! Find out more
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
101
$402K 0.08%
650
-9
102
$399K 0.08%
5,339
+1
103
$398K 0.08%
803
+16
104
$391K 0.08%
2,734
-12
105
$385K 0.08%
208
-6
106
$371K 0.08%
89
+2
107
$368K 0.08%
762
108
$365K 0.08%
2,428
-229
109
$363K 0.07%
490
-2
110
$359K 0.07%
1,976
-31
111
$357K 0.07%
2,317
+172
112
$355K 0.07%
8,571
+243
113
$353K 0.07%
1,744
-3
114
$351K 0.07%
3,112
+11
115
$350K 0.07%
1,169
-23
116
$345K 0.07%
1,142
+182
117
$343K 0.07%
4,812
118
$342K 0.07%
511
-11
119
$342K 0.07%
674
-13
120
$342K 0.07%
1,735
-108
121
$341K 0.07%
627
+28
122
$339K 0.07%
5,130
+1,058
123
$321K 0.07%
3,619
+76
124
$316K 0.07%
3,245
125
$316K 0.07%
12,373
-9,676
3 4
5
6 7