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
$224M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$967K
3
+$911K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$874K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$501K

Top Sells

1
+$267K
2
+$212K
3
+$80.2K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$78.5K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$66.8K

Sector Composition

1 Energy 0.28%
2 Industrials 0.23%
3 Technology 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
$805K 0.36%
7,714
-541
27
$646K 0.29%
10,514
-400
28
$618K 0.28%
7,617
-200
29
$436K 0.19%
3,997
-160
30
$412K 0.18%
4,758
31
$326K 0.15%
1,581
32
$307K 0.14%
10,668
-474
33
$303K 0.14%
3,026
34
$299K 0.13%
2,724
-185
35
$278K 0.12%
1,403
36
$272K 0.12%
5,432
-460
37
$270K 0.12%
759
38
$259K 0.12%
4,396
-175
39
$256K 0.11%
1,751
40
$237K 0.11%
19,067
41
$215K 0.1%
1,732
42
$206K 0.09%
2,607
43
$168K 0.08%
15,246
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