SCM

Stordahl Capital Management Portfolio holdings

AUM $486M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$960K
3
+$819K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$387K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$362K

Top Sells

1
+$3.72M
2
+$2.07M
3
+$442K
4
WFC icon
Wells Fargo
WFC
+$324K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$234K

Sector Composition

1 Technology 0.7%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.21%
4 Communication Services 0.15%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.28%
29,121
+223
27
$1.23M 0.26%
4,813
-74
28
$997K 0.21%
16,639
-56
29
$950K 0.2%
8,596
-3
30
$803K 0.17%
8,210
-11
31
$769K 0.16%
2,404
-11
32
$731K 0.15%
13,487
+281
33
$679K 0.14%
8,189
+915
34
$668K 0.14%
10,279
+2,857
35
$595K 0.13%
2,710
-253
36
$585K 0.12%
5,295
+119
37
$577K 0.12%
19,476
38
$527K 0.11%
10,526
+626
39
$527K 0.11%
5,110
-1
40
$520K 0.11%
11,848
+124
41
$478K 0.1%
8,958
-333
42
$440K 0.09%
2,825
+71
43
$437K 0.09%
6,122
+440
44
$422K 0.09%
4,990
45
$415K 0.09%
565
-110
46
$403K 0.08%
435
47
$365K 0.08%
727
-133
48
$363K 0.08%
8,221
+136
49
$358K 0.08%
12,822
50
$307K 0.06%
511
-284
1
2
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