SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+6.3%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(-1.3%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-7.71%
Top 10 Holdings %
Top 10 Hldgs %
75.22%
Holding
46
New
2
Increased
14
Reduced
24
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
$1.99M |
| 2 |
Vanguard Total Bond Market
BND
|
$833K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$437K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$395K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$265K |
Top Sells
| 1 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$7.22M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.46M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.09M |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
$2.5M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.1M |
Sector Composition
| 1 | Consumer Staples | 0.28% |
| 2 | Technology | 0.16% |
| 3 | Energy | 0.16% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Industrials | 0.1% |
