SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
-2.45%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$422M
AUM Growth
+$422M
(-0.26%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
79.63%
Holding
62
New
1
Increased
34
Reduced
18
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.72M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.31M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$1.79M |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
$932K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$843K |
Top Sells
| 1 |
Impinj
PI
|
$363K |
| 2 |
Sempra
SRE
|
$257K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$238K |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
$221K |
| 5 |
Blackstone
BX
|
$207K |
Sector Composition
| 1 | Technology | 0.7% |
| 2 | Consumer Staples | 0.26% |
| 3 | Consumer Discretionary | 0.25% |
| 4 | Financials | 0.19% |
| 5 | Healthcare | 0.14% |
