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
$331M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$667K
3
+$613K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$593K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$393K

Top Sells

1
+$2.51M
2
+$1.54M
3
+$749K
4
PG icon
Procter & Gamble
PG
+$665K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$553K

Sector Composition

1 Technology 0.62%
2 Consumer Discretionary 0.25%
3 Consumer Staples 0.23%
4 Healthcare 0.06%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$970K 0.29%
11,094
-474
27
$935K 0.28%
21,393
-279
28
$864K 0.26%
5,049
29
$771K 0.23%
3,438
-40
30
$699K 0.21%
17,838
-175
31
$674K 0.2%
10,052
32
$628K 0.19%
8,796
-18
33
$525K 0.16%
5,749
34
$459K 0.14%
20,340
-39
35
$448K 0.14%
11,794
-296
36
$393K 0.12%
+7,162
37
$354K 0.11%
2,964
-45
38
$345K 0.1%
1,296
39
$315K 0.1%
3,724
+112
40
$314K 0.09%
+1,506
41
$310K 0.09%
2,440
+185
42
$296K 0.09%
+825
43
$290K 0.09%
5,442
-450
44
$282K 0.09%
8,112
45
$246K 0.07%
435
-108
46
$240K 0.07%
2,541
-10
47
$225K 0.07%
6,696
48
$225K 0.07%
1,541
-4,556
49
$216K 0.07%
10,229
-292
50
$216K 0.07%
2,293
-559
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