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
$251M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.73M
3
+$737K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$443K
5
AAPL icon
Apple
AAPL
+$433K

Top Sells

1
+$376K
2
+$285K
3
+$200K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$198K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$128K

Sector Composition

1 Technology 0.51%
2 Consumer Staples 0.41%
3 Consumer Discretionary 0.4%
4 Healthcare 0.08%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.35%
7,748
+207
27
$853K 0.34%
3,026
+750
28
$794K 0.32%
5,678
+920
29
$784K 0.31%
8,866
30
$684K 0.27%
13,576
31
$634K 0.25%
5,749
32
$545K 0.22%
21,315
33
$528K 0.21%
4,134
34
$433K 0.17%
+3,057
35
$384K 0.15%
8,829
+425
36
$372K 0.15%
1,356
37
$371K 0.15%
2,260
+1,060
38
$345K 0.14%
22,077
39
$293K 0.12%
2,681
40
$283K 0.11%
20,708
41
$263K 0.1%
2,958
+134
42
$258K 0.1%
2,241
43
$257K 0.1%
6,596
44
$239K 0.1%
9,548
45
$233K 0.09%
1,091
-234
46
$228K 0.09%
508
47
$207K 0.08%
+4,337
48
– –
-4,524
49
– –
-4,263
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