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
$263M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.38M
3
+$5.5M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$4.33M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$342K
2
+$301K
3
+$265K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$240K
5
VMO icon
Invesco Municipal Opportunity Trust
VMO
+$237K

Sector Composition

1 Technology 0.62%
2 Consumer Staples 0.55%
3 Consumer Discretionary 0.28%
4 Healthcare 0.2%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,596
52
– –
-9,540
53
– –
-20,708
54
– –
-10,200
55
– –
-1,153
56
– –
-681
57
– –
-2,000
58
– –
-4,000
1 2
3