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
$420M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$640K
2
+$561K
3
+$444K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$431K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$356K

Top Sells

1
+$1.23M
2
+$834K
3
+$731K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$394K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$120K

Sector Composition

1 Technology 0.59%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.24%
4 Healthcare 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$969K 0.23%
9,078
-114
27
$960K 0.23%
18,301
-2,133
28
$741K 0.18%
2,644
-396
29
$729K 0.17%
8,275
-68
30
$716K 0.17%
8,632
+825
31
$676K 0.16%
14,026
-2,212
32
$545K 0.13%
19,809
33
$512K 0.12%
2,763
34
$486K 0.12%
4,984
-200
35
$469K 0.11%
4,482
-29
36
$459K 0.11%
9,942
-396
37
$442K 0.11%
10,686
38
$422K 0.1%
2,914
-11
39
$415K 0.1%
5,104
-198
40
$383K 0.09%
795
-819
41
$382K 0.09%
435
42
$349K 0.08%
8,238
+44
43
$326K 0.08%
12,828
+6
44
$313K 0.07%
3,088
-178
45
$310K 0.07%
350
46
$238K 0.06%
520
47
$235K 0.06%
10,380
+23
48
$231K 0.06%
1,337
-57
49
$224K 0.05%
392
50
$211K 0.05%
1,250
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