SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+3.95%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+0.6%)
Cap. Flow
+$5.31M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
76.59%
Holding
43
New
–
Increased
12
Reduced
21
Closed
–
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$267K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$212K |
| 3 |
Vanguard S&P 500 Growth ETF
VOOG
|
$80.2K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$78.5K |
| 5 |
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% |
