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
$247M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$833K
3
+$437K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$395K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$265K

Top Sells

1
+$7.22M
2
+$5.46M
3
+$3.09M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$2.5M
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.4%
4,667
-89
27
$827K 0.33%
7,358
-20
28
$823K 0.33%
6,399
-57
29
$771K 0.31%
38,445
+72
30
$700K 0.28%
5,604
31
$574K 0.23%
8,626
-1,758
32
$475K 0.19%
4,077
+202
33
$404K 0.16%
2,560
-317
34
$394K 0.16%
5,645
-330
35
$377K 0.15%
4,283
36
$332K 0.13%
19,740
+96
37
$291K 0.12%
10,906
+188
38
$278K 0.11%
19,067
39
$255K 0.1%
2,315
-32
40
$247K 0.1%
759
41
$244K 0.1%
7,841
+135
42
$226K 0.09%
8,265
+45
43
$225K 0.09%
2,681
44
$215K 0.09%
+1,223
45
$203K 0.08%
+843
46
$185K 0.07%
14,991
1
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