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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
126
$315K 0.07%
+1,548
127
$315K 0.07%
267
+1
128
$315K 0.06%
1,071
+96
129
$313K 0.06%
684
+6
130
$310K 0.06%
4,200
131
$310K 0.06%
1,886
+8
132
$304K 0.06%
2,273
+96
133
$296K 0.06%
779
+12
134
$293K 0.06%
1,350
135
$288K 0.06%
1,005
-54
136
$285K 0.06%
1,009
-46
137
$283K 0.06%
6,273
-58
138
$281K 0.06%
1,829
-231
139
$275K 0.06%
+12,019
140
$275K 0.06%
492
141
$274K 0.06%
+11,765
142
$273K 0.06%
1,244
-6
143
$271K 0.06%
2,766
-54
144
$266K 0.05%
1,275
+3
145
$260K 0.05%
711
-10
146
$260K 0.05%
1,072
+3
147
$259K 0.05%
8,343
-741
148
$252K 0.05%
1,044
+21
149
$248K 0.05%
3,073
+25
150
$248K 0.05%
1,992
-449
3 4 5
6
7