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
$399M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.48M
3
+$1.37M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.24M
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$1.04M

Top Sells

1
+$580K
2
+$393K
3
+$275K
4
BA icon
Boeing
BA
+$232K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$205K

Sector Composition

1 Technology 0.56%
2 Consumer Discretionary 0.25%
3 Consumer Staples 0.22%
4 Healthcare 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$954K 0.24%
9,401
-1,159
27
$900K 0.23%
3,325
-100
28
$771K 0.19%
4,497
-559
29
$768K 0.19%
9,392
-317
30
$753K 0.19%
10,404
+117
31
$746K 0.19%
1,681
+70
32
$726K 0.18%
8,533
-200
33
$686K 0.17%
16,426
-1,348
34
$538K 0.13%
19,809
35
$498K 0.12%
2,763
+56
36
$482K 0.12%
5,277
+33
37
$445K 0.11%
4,321
+419
38
$427K 0.11%
10,386
-557
39
$411K 0.1%
2,936
-52
40
$330K 0.08%
7,946
+40
41
$319K 0.08%
5,302
-140
42
$319K 0.08%
435
-4
43
$316K 0.08%
12,822
44
$308K 0.08%
3,141
-461
45
$272K 0.07%
350
46
$271K 0.07%
6,734
+38
47
$250K 0.06%
1,541
-7
48
$227K 0.06%
+540
49
$225K 0.06%
10,229
50
$206K 0.05%
+392
1
2
3