SCM

Stordahl Capital Management Portfolio holdings

AUM $476M
1-Year Est. Return 10.31%
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$20.2M
3
+$17.8M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$13.7M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$13.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.31%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.21%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$910K 0.43%
+7,237
27
$906K 0.43%
+8,290
28
$871K 0.41%
+14,244
29
$654K 0.31%
+7,817
30
$497K 0.24%
+4,358
31
$445K 0.21%
+4,846
32
$355K 0.17%
+3,360
33
$320K 0.15%
+5,571
34
$313K 0.15%
+1,581
35
$277K 0.13%
+1,889
36
$273K 0.13%
+1,570
37
$268K 0.13%
+19,067
38
$257K 0.12%
+1,751
39
$249K 0.12%
+2,909
40
$224K 0.11%
+759
41
$214K 0.1%
+1,558
42
$200K 0.1%
+2,607
43
$189K 0.09%
+15,246
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