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
-$137K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.46M
3
+$1.26M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$419K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$391K

Top Sells

1
+$3.4M
2
+$1.39M
3
+$237K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$214K
5
VOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$876K 0.42%
7,188
-49
27
$692K 0.33%
11,346
-2,898
28
$583K 0.28%
7,817
29
$465K 0.22%
4,109
-249
30
$384K 0.18%
4,846
31
$315K 0.15%
1,581
32
$313K 0.15%
3,038
-322
33
$283K 0.13%
+5,782
34
$266K 0.13%
2,909
35
$265K 0.13%
4,571
-1,000
36
$254K 0.12%
1,732
-157
37
$251K 0.12%
19,067
38
$249K 0.12%
759
39
$242K 0.12%
1,751
40
$239K 0.11%
1,403
-167
41
$208K 0.1%
+7,361
42
$201K 0.1%
2,607
43
$179K 0.09%
15,246
44
– –
-67,132
45
– –
-1,558
1
2