MAM
McLean Asset Management Portfolio holdings
AUM
$381M
This Quarter Return
-0.42%
1 Year Return
+12.74%
3 Year Return
+53.81%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+0.37%)
Cap. Flow
+$5.65M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
54.07%
Holding
168
New
3
Increased
96
Reduced
40
Closed
15
Top Buys
| 1 |
Apple
AAPL
|
$2.23M |
| 2 |
Avantis International Equity ETF
AVDE
|
$1.86M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.57M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.27M |
| 5 |
Avantis US Equity ETF
AVUS
|
$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 11.1% |
| 2 | Financials | 3.54% |
| 3 | Healthcare | 1.99% |
| 4 | Consumer Discretionary | 1.87% |
| 5 | Communication Services | 1.53% |
