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
$305M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.6M
3
+$1.12M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$954K

Top Sells

1
+$960K
2
+$554K
3
+$474K
4
AMZN icon
Amazon
AMZN
+$270K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$231K

Sector Composition

1 Technology 0.45%
2 Consumer Staples 0.45%
3 Consumer Discretionary 0.26%
4 Healthcare 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$949K 0.31%
14,464
+484
27
$915K 0.3%
23,476
+1,950
28
$882K 0.29%
5,821
29
$765K 0.25%
3,189
+256
30
$761K 0.25%
3,550
+18
31
$622K 0.2%
8,839
32
$614K 0.2%
4,726
-127
33
$570K 0.19%
5,749
34
$450K 0.15%
11,878
-192
35
$450K 0.15%
20,559
-618
36
$395K 0.13%
3,242
-599
37
$352K 0.12%
3,629
-1,364
38
$297K 0.1%
5,806
39
$291K 0.1%
8,512
40
$278K 0.09%
1,296
41
$261K 0.09%
22,077
+11,038
42
$256K 0.08%
3,128
+70
43
$248K 0.08%
543
44
$244K 0.08%
+2,209
45
$241K 0.08%
2,551
46
$241K 0.08%
5,103
47
$217K 0.07%
6,606
48
$208K 0.07%
+2,339
49
$205K 0.07%
+20,708
50
$200K 0.07%
+4,000
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