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
$347M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$827K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$504K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$381K

Top Sells

1
+$255K
2
+$206K
3
+$203K
4
DHI icon
D.R. Horton
DHI
+$200K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$189K

Sector Composition

1 Technology 0.64%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.25%
4 Communication Services 0.07%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.31%
11,568
-2,060
27
$1M 0.29%
21,672
-1,743
28
$979K 0.28%
5,049
+1
29
$925K 0.27%
6,097
+2
30
$844K 0.24%
3,478
-42
31
$753K 0.22%
10,052
+76
32
$733K 0.21%
18,013
-928
33
$667K 0.19%
8,814
-25
34
$569K 0.16%
5,749
35
$483K 0.14%
20,379
-180
36
$478K 0.14%
12,090
-25
37
$372K 0.11%
3,009
-206
38
$357K 0.1%
1,296
39
$320K 0.09%
3,612
+342
40
$309K 0.09%
5,892
+6
41
$300K 0.09%
8,112
-155
42
$294K 0.08%
2,255
43
$292K 0.08%
543
44
$279K 0.08%
2,852
-496
45
$254K 0.07%
2,551
46
$252K 0.07%
2,080
47
$249K 0.07%
6,788
+10
48
$238K 0.07%
6,696
+90
49
$237K 0.07%
2,209
50
$231K 0.07%
+10,521
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