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
$400M
AUM Growth
+$377K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$972K
3
+$596K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$513K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$501K

Top Sells

1
+$1.65M
2
+$1.05M
3
+$648K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$620K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$336K

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.23%
4 Healthcare 0.08%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$947K 0.24%
4,497
27
$903K 0.23%
9,192
-209
28
$798K 0.2%
3,040
-285
29
$773K 0.19%
1,614
-67
30
$731K 0.18%
10,404
31
$711K 0.18%
16,238
-188
32
$684K 0.17%
8,343
-190
33
$637K 0.16%
7,807
-1,585
34
$534K 0.13%
2,763
35
$514K 0.13%
19,809
36
$447K 0.11%
4,511
+190
37
$440K 0.11%
10,338
-48
38
$411K 0.1%
10,686
+3,952
39
$404K 0.1%
5,184
-93
40
$392K 0.1%
2,925
-11
41
$370K 0.09%
435
42
$359K 0.09%
5,302
43
$322K 0.08%
8,194
+248
44
$317K 0.08%
350
45
$317K 0.08%
3,266
+125
46
$304K 0.08%
12,822
47
$230K 0.06%
1,394
-147
48
$229K 0.06%
+1,250
49
$226K 0.06%
10,357
+128
50
$215K 0.05%
392
1
2
3