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
$277M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.54M
3
+$6.25M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$834K

Top Sells

1
+$303K
2
+$290K
3
+$263K
4
GSK icon
GSK
GSK
+$232K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$207K

Sector Composition

1 Technology 0.49%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.27%
4 Healthcare 0.09%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$783K 0.28%
13,980
-2,707
27
$735K 0.27%
5,821
-558
28
$730K 0.26%
3,532
-50
29
$683K 0.25%
2,933
-656
30
$671K 0.24%
4,853
-408
31
$589K 0.21%
8,839
32
$484K 0.17%
5,749
-175
33
$481K 0.17%
4,993
+461
34
$435K 0.16%
3,841
-539
35
$427K 0.15%
21,177
36
$421K 0.15%
12,070
-2,360
37
$273K 0.1%
1,296
38
$273K 0.1%
8,512
+40
39
$270K 0.1%
2,390
-220
40
$256K 0.09%
543
41
$254K 0.09%
5,806
42
$231K 0.08%
2,199
-1,860
43
$227K 0.08%
3,058
-4
44
$223K 0.08%
2,326
+123
45
$222K 0.08%
2,551
-38
46
$221K 0.08%
5,103
-1,290
47
$214K 0.08%
2,230
-270
48
$203K 0.07%
6,606
49
$121K 0.04%
11,039
50
– –
-4,257
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