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
$328M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.46M
3
+$1.25M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$809K

Top Sells

1
+$811K
2
+$705K
3
+$491K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$244K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$200K

Sector Composition

1 Technology 0.57%
2 Consumer Staples 0.45%
3 Consumer Discretionary 0.31%
4 Healthcare 0.08%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.32%
23,415
-10,861
27
$1.05M 0.32%
3,656
+467
28
$906K 0.28%
6,095
+274
29
$832K 0.25%
5,048
+322
30
$798K 0.24%
3,520
-30
31
$765K 0.23%
18,941
-4,535
32
$765K 0.23%
+9,976
33
$637K 0.19%
8,839
34
$599K 0.18%
5,749
35
$478K 0.15%
12,115
+237
36
$465K 0.14%
20,559
37
$387K 0.12%
3,215
-27
38
$334K 0.1%
3,348
-281
39
$317K 0.1%
1,296
40
$293K 0.09%
8,267
-245
41
$289K 0.09%
5,886
+783
42
$277K 0.08%
3,270
+142
43
$277K 0.08%
6,778
+972
44
$270K 0.08%
543
45
$255K 0.08%
22,077
46
$247K 0.08%
2,551
47
$242K 0.07%
2,209
48
$233K 0.07%
+2,255
49
$225K 0.07%
6,606
50
$222K 0.07%
+1,043
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