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
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$1.35M
3
+$619K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$460K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$436K

Top Sells

1
+$5.64M
2
+$905K
3
+$731K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$323K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$269K

Sector Composition

1 Consumer Staples 0.42%
2 Consumer Discretionary 0.34%
3 Technology 0.25%
4 Energy 0.12%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$870K 0.35%
7,541
+428
27
$821K 0.33%
8,866
28
$749K 0.3%
13,576
-1,765
29
$643K 0.26%
5,749
+1,366
30
$642K 0.26%
4,758
31
$617K 0.25%
2,276
32
$556K 0.23%
21,315
33
$529K 0.21%
4,134
+105
34
$379K 0.15%
8,404
+34
35
$368K 0.15%
1,356
+133
36
$353K 0.14%
22,077
37
$303K 0.12%
2,681
38
$301K 0.12%
1,325
-1,167
39
$285K 0.12%
4,524
-115
40
$282K 0.11%
20,708
41
$266K 0.11%
6,596
42
$259K 0.11%
2,241
43
$257K 0.1%
2,824
-8
44
$249K 0.1%
9,548
45
$206K 0.08%
1,200
-120
46
$201K 0.08%
+508
47
$200K 0.08%
+4,263
48
– –
-812
1
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