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
$193M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$947K
3
+$509K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$317K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$276K

Top Sells

1
+$380K
2
+$209K
3
+$197K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$184K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$104K

Sector Composition

1 Consumer Discretionary 0.41%
2 Consumer Staples 0.34%
3 Technology 0.22%
4 Healthcare 0.11%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$661K 0.34%
4,758
27
$638K 0.33%
6,422
-30
28
$561K 0.29%
3,476
-106
29
$536K 0.28%
8,866
+40
30
$510K 0.26%
4,029
31
$472K 0.24%
25,530
32
$420K 0.22%
1,995
-93
33
$377K 0.2%
4,383
34
$360K 0.19%
12,836
+396
35
$321K 0.17%
22,077
+3,010
36
$274K 0.14%
2,249
-66
37
$266K 0.14%
8,978
+73
38
$265K 0.14%
1,223
39
$253K 0.13%
20,708
+5,717
40
$214K 0.11%
+843
41
$208K 0.11%
+1,320
42
$205K 0.11%
11,980
-1,512
43
$203K 0.11%
+2,683
44
– –
-4,664
1
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