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
$423M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.33M
3
+$1.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K
5
MSFT icon
Microsoft
MSFT
+$593K

Top Sells

1
+$2.68M
2
+$1.39M
3
+$505K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$437K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$361K

Sector Composition

1 Technology 0.86%
2 Consumer Discretionary 0.26%
3 Consumer Staples 0.26%
4 Financials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 0.22%
8,587
-491
27
$835K 0.2%
17,468
-833
28
$738K 0.17%
2,564
-80
29
$738K 0.17%
8,261
-14
30
$695K 0.16%
8,476
-156
31
$650K 0.15%
2,961
+198
32
$603K 0.14%
13,683
-343
33
$595K 0.14%
14,154
+3,468
34
$544K 0.13%
19,639
-170
35
$476K 0.11%
4,515
+33
36
$461K 0.11%
5,104
37
$455K 0.11%
4,984
38
$428K 0.1%
+731
39
$422K 0.1%
930
+410
40
$414K 0.1%
9,908
-34
41
$406K 0.1%
795
42
$399K 0.09%
435
43
$395K 0.09%
+40,000
44
$394K 0.09%
2,722
-192
45
$363K 0.09%
+2,500
46
$346K 0.08%
13,368
+540
47
$334K 0.08%
7,964
-274
48
$297K 0.07%
3,060
-28
49
$276K 0.07%
+3,934
50
$270K 0.06%
350
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