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
$368M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.23M
3
+$1.02M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$982K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$860K

Top Sells

1
+$2.09M
2
+$1.62M
3
+$762K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$556K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$393K

Sector Composition

1 Technology 0.64%
2 Consumer Discretionary 0.25%
3 Consumer Staples 0.22%
4 Industrials 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.28%
10,560
-534
27
$973K 0.26%
5,056
+7
28
$864K 0.23%
3,425
-13
29
$797K 0.22%
9,709
-6,773
30
$767K 0.21%
10,287
+235
31
$731K 0.2%
17,774
-64
32
$708K 0.19%
8,733
-63
33
$660K 0.18%
1,611
+786
34
$503K 0.14%
5,244
-505
35
$497K 0.14%
19,809
-531
36
$440K 0.12%
10,943
-851
37
$411K 0.11%
2,707
+267
38
$408K 0.11%
2,988
+24
39
$393K 0.11%
1,296
40
$367K 0.1%
3,902
+178
41
$357K 0.1%
3,602
+1,309
42
$309K 0.08%
7,906
-206
43
$303K 0.08%
+12,822
44
$290K 0.08%
439
+4
45
$286K 0.08%
5,442
46
$275K 0.07%
2,541
47
$255K 0.07%
6,696
48
$232K 0.06%
+891
49
$228K 0.06%
10,229
50
$227K 0.06%
1,548
+7
1
2
3