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
$221M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$891K
3
+$699K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$523K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$375K

Top Sells

1
+$214K
2
+$203K
3
+$188K
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$183K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$126K

Sector Composition

1 Consumer Staples 0.39%
2 Consumer Discretionary 0.31%
3 Technology 0.3%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$815K 0.37%
15,764
-22
27
$702K 0.32%
8,866
28
$673K 0.31%
3,226
-250
29
$662K 0.3%
4,758
30
$580K 0.26%
25,530
31
$514K 0.23%
4,029
32
$469K 0.21%
4,383
33
$462K 0.21%
2,076
+81
34
$362K 0.16%
12,908
+72
35
$352K 0.16%
9,192
+214
36
$339K 0.15%
22,077
37
$295K 0.13%
1,223
38
$269K 0.12%
2,241
-8
39
$267K 0.12%
11,980
40
$265K 0.12%
20,708
41
$246K 0.11%
+2,681
42
$225K 0.1%
+6,596
43
$215K 0.1%
1,320
44
$214K 0.1%
+2,754
45
$214K 0.1%
+11,882
46
$205K 0.09%
+4,263
47
$204K 0.09%
+1,541
48
– –
-843
49
– –
-2,683
1
2