SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
1-Year Return
10.22%
This Quarter Return
+6.34%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$269M
AUM Growth
+$18.1M
(+7.2%)
Cap. Flow
+$2.58M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
82.09%
Holding
50
New
3
Increased
12
Reduced
25
Closed
1
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$5.06M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.2M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$576K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$485K |
| 5 |
Pfizer
PFE
|
$243K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.48M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$890K |
| 3 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$551K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$324K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
$290K |
Sector Composition
| 1 | Technology | 0.57% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Consumer Staples | 0.45% |
| 4 | Healthcare | 0.18% |
