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
$246M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.93M
3
+$1.62M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$880K

Top Sells

1
+$273K
2
+$237K
3
+$152K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$52.9K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$44.2K

Sector Composition

1 Technology 0.35%
2 Industrials 0.25%
3 Consumer Staples 0.25%
4 Energy 0.16%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.42%
5,142
-69
27
$840K 0.34%
6,798
-23
28
$805K 0.33%
7,436
-21
29
$785K 0.32%
41,208
+13,428
30
$665K 0.27%
10,506
+6
31
$603K 0.25%
5,700
+689
32
$439K 0.18%
3,898
-119
33
$398K 0.16%
3,288
+192
34
$384K 0.16%
4,765
-2,936
35
$344K 0.14%
+12,896
36
$338K 0.14%
4,444
+7
37
$332K 0.13%
1,581
-108
38
$332K 0.13%
2,051
+286
39
$319K 0.13%
3,026
40
$316K 0.13%
+19,644
41
$285K 0.12%
759
-47
42
$276K 0.11%
+10,718
43
$255K 0.1%
19,067
44
$238K 0.1%
+1,732
45
$228K 0.09%
+7,706
46
$219K 0.09%
+3,254
47
$215K 0.09%
+3,807
48
$213K 0.09%
+2,681
49
$179K 0.07%
14,991
-255
50
– –
-1,403
1
2