SCM

Stordahl Capital Management Portfolio holdings

AUM $486M
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$675K
3
+$465K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$379K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$360K

Top Sells

1
+$1.54M
2
+$1.32M
3
+$1.04M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.03M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$864K

Sector Composition

1 Technology 0.77%
2 Consumer Staples 0.25%
3 Consumer Discretionary 0.25%
4 Financials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.27%
28,898
+7,748
27
$1M 0.22%
4,887
+125
28
$952K 0.21%
16,695
-309
29
$870K 0.19%
8,599
+8
30
$717K 0.16%
8,221
-40
31
$690K 0.15%
2,415
-58
32
$653K 0.15%
13,206
-246
33
$650K 0.14%
2,963
-91
34
$603K 0.13%
7,274
-1,861
35
$546K 0.12%
19,476
-163
36
$543K 0.12%
5,176
+389
37
$500K 0.11%
5,111
-20
38
$498K 0.11%
675
-16
39
$487K 0.11%
11,724
+3,203
40
$485K 0.11%
9,900
+3,521
41
$457K 0.1%
4,990
42
$454K 0.1%
7,422
+1,078
43
$448K 0.1%
9,291
-559
44
$439K 0.1%
795
45
$431K 0.1%
435
-7
46
$418K 0.09%
860
-87
47
$383K 0.09%
2,754
+43
48
$382K 0.08%
+5,682
49
$329K 0.07%
8,085
+58
50
$324K 0.07%
12,822
1
2
3