SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
1-Year Return
10.22%
This Quarter Return
-0.82%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$210M
AUM Growth
-$137K
(-0.07%)
Cap. Flow
+$1.63M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
75.59%
Holding
45
New
2
Increased
11
Reduced
19
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.41M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.46M |
| 3 |
Vanguard Total Bond Market
BND
|
+$1.26M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$419K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$391K |
Top Sells
| 1 |
iShares Select U.S. REIT ETF
ICF
|
+$3.4M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.39M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$237K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$214K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$191K |
Sector Composition
| 1 | Energy | 0.28% |
| 2 | Technology | 0.25% |
| 3 | Industrials | 0.23% |
| 4 | Consumer Staples | 0.18% |
| 5 | Financials | 0.15% |
