SCM

Stordahl Capital Management Portfolio holdings

AUM $486M
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$968K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$1.58M
3
+$994K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$515K
5
BND icon
Vanguard Total Bond Market
BND
+$426K

Top Sells

1
+$212K
2
+$208K
3
+$116K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$89K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$59.6K

Sector Composition

1 Technology 0.78%
2 Consumer Staples 0.61%
3 Consumer Discretionary 0.38%
4 Healthcare 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$923K 0.34%
3,608
27
$915K 0.34%
5,238
+2,181
28
$846K 0.31%
7,899
-82
29
$732K 0.27%
8,839
-27
30
$692K 0.26%
4,902
-833
31
$611K 0.23%
13,536
+35
32
$583K 0.22%
6,406
+657
33
$543K 0.2%
4,356
-20
34
$535K 0.2%
21,177
-90
35
$453K 0.17%
2,780
+540
36
$371K 0.14%
+2,660
37
$360K 0.13%
1,296
+200
38
$352K 0.13%
+7,101
39
$338K 0.13%
8,472
40
$313K 0.12%
543
+35
41
$305K 0.11%
5,898
+1,783
42
$295K 0.11%
22,077
43
$284K 0.11%
3,122
+234
44
$275K 0.1%
2,551
45
$265K 0.1%
1,596
+355
46
$251K 0.09%
6,606
+10
47
$240K 0.09%
+681
48
$238K 0.09%
2,213
49
$237K 0.09%
20,708
50
$232K 0.09%
4,257
-80
1
2
3