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
$237M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.3M
3
+$1.08M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$942K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$564K

Top Sells

1
+$1.18M
2
+$802K
3
+$631K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$553K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$530K

Sector Composition

1 Consumer Discretionary 0.29%
2 Consumer Staples 0.27%
3 Technology 0.23%
4 Energy 0.11%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$810K 0.34%
7,113
+118
27
$790K 0.33%
8,866
28
$644K 0.27%
4,758
29
$545K 0.23%
2,492
-734
30
$537K 0.23%
2,276
+200
31
$529K 0.22%
21,315
-4,215
32
$506K 0.21%
4,029
33
$479K 0.2%
4,383
34
$360K 0.15%
8,370
-822
35
$334K 0.14%
22,077
36
$297K 0.13%
1,223
37
$291K 0.12%
2,681
38
$273K 0.12%
20,708
39
$259K 0.11%
+4,639
40
$254K 0.11%
6,596
41
$253K 0.11%
2,241
42
$250K 0.11%
2,832
+78
43
$238K 0.1%
9,548
-2,432
44
$207K 0.09%
+812
45
$204K 0.09%
1,320
46
– –
-11,882
47
– –
-12,908
48
– –
-4,263
49
– –
-1,541
1
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