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
$422M
AUM Growth
-$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.31M
3
+$1.79M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$932K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$843K

Top Sells

1
+$363K
2
+$257K
3
+$238K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$221K
5
BX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$864K 0.21%
17,004
-464
27
$829K 0.2%
8,591
+4
28
$812K 0.19%
21,150
+6,996
29
$756K 0.18%
9,135
+659
30
$666K 0.16%
8,261
31
$632K 0.15%
2,473
-91
32
$609K 0.14%
13,452
-231
33
$581K 0.14%
3,054
+93
34
$515K 0.12%
19,639
35
$504K 0.12%
947
+17
36
$489K 0.12%
4,990
+6
37
$472K 0.11%
4,787
+272
38
$450K 0.11%
5,131
+27
39
$430K 0.1%
9,850
-58
40
$418K 0.1%
442
+7
41
$398K 0.09%
691
-40
42
$373K 0.09%
795
43
$361K 0.09%
2,711
-11
44
$333K 0.08%
8,521
+2,605
45
$317K 0.08%
6,379
+1,958
46
$308K 0.07%
8,027
+63
47
$307K 0.07%
372
+22
48
$300K 0.07%
12,822
-546
49
$297K 0.07%
6,344
+1,581
50
$291K 0.07%
2,940
-120
1
2
3