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
$305M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.6M
3
+$1.12M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$954K

Top Sells

1
+$960K
2
+$554K
3
+$474K
4
AMZN icon
Amazon
AMZN
+$270K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$231K

Sector Composition

1 Technology 0.45%
2 Consumer Staples 0.45%
3 Consumer Discretionary 0.26%
4 Healthcare 0.1%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,390
52
– –
-2,230
53
– –
-2,199
1 2
3