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
$263M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.38M
3
+$5.5M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$4.33M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$342K
2
+$301K
3
+$265K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$240K
5
VMO icon
Invesco Municipal Opportunity Trust
VMO
+$237K

Sector Composition

1 Technology 0.62%
2 Consumer Staples 0.55%
3 Consumer Discretionary 0.28%
4 Healthcare 0.2%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 0.35%
3,589
-270
27
$917K 0.35%
6,379
28
$907K 0.34%
6,659
-78
29
$739K 0.28%
3,582
-26
30
$719K 0.27%
5,261
+23
31
$604K 0.23%
8,839
32
$579K 0.22%
14,430
+894
33
$522K 0.2%
4,380
-522
34
$462K 0.18%
4,059
-297
35
$461K 0.18%
4,532
-3,367
36
$453K 0.17%
5,924
-482
37
$443K 0.17%
21,177
38
$304K 0.12%
5,806
-92
39
$283K 0.11%
1,296
40
$278K 0.11%
8,472
41
$277K 0.11%
2,610
-170
42
$273K 0.1%
2,500
-160
43
$260K 0.1%
543
44
$259K 0.1%
6,393
-708
45
$239K 0.09%
2,589
+38
46
$235K 0.09%
3,062
-60
47
$232K 0.09%
4,257
48
$225K 0.09%
2,203
-10
49
$208K 0.08%
6,606
50
$138K 0.05%
11,039
-11,038
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