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
$269M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$1.2M
3
+$576K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$485K
5
PFE icon
Pfizer
PFE
+$243K

Top Sells

1
+$2.48M
2
+$890K
3
+$551K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$324K
5
VOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$929K 0.35%
5,678
27
$910K 0.34%
7,981
+233
28
$833K 0.31%
5,735
-1,681
29
$796K 0.3%
8,866
30
$672K 0.25%
5,749
31
$660K 0.25%
13,501
-75
32
$570K 0.21%
21,267
-48
33
$565K 0.21%
4,376
+242
34
$543K 0.2%
3,057
35
$373K 0.14%
2,240
-20
36
$356K 0.13%
22,077
37
$356K 0.13%
8,472
-357
38
$335K 0.12%
1,096
-260
39
$292K 0.11%
2,551
-130
40
$288K 0.11%
508
41
$286K 0.11%
20,708
42
$277K 0.1%
2,888
-70
43
$266K 0.1%
6,596
44
$254K 0.09%
2,213
-28
45
$243K 0.09%
+4,115
46
$241K 0.09%
9,412
-136
47
$239K 0.09%
4,337
48
$212K 0.08%
+1,958
49
$208K 0.08%
+1,241
50
– –
-1,091
1
2