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
$270M
AUM Growth
+$968K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$1.61M
3
+$1.01M
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$517K
5
BND icon
Vanguard Total Bond Market
BND
+$415K

Top Sells

1
+$212K
2
+$208K
3
+$118K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$90.3K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.8K

Sector Composition

1 Technology 0.78%
2 Consumer Staples 0.61%
3 Consumer Discretionary 0.38%
4 Healthcare 0.2%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.08%
9,540
+128
52
$221K 0.08%
+1,153
53
$214K 0.08%
+4,000
54
$208K 0.08%
+2,000
55
$133K 0.05%
+10,200
56
– –
-1,958
1 2
3