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
$328M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.46M
3
+$1.25M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.08M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$809K

Top Sells

1
+$811K
2
+$705K
3
+$491K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$244K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$200K

Sector Composition

1 Technology 0.57%
2 Consumer Staples 0.45%
3 Consumer Discretionary 0.31%
4 Healthcare 0.08%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.07%
+2,080
52
$206K 0.06%
+1,869
53
$203K 0.06%
20,708
54
$202K 0.06%
+2,906
55
$200K 0.06%
2,052
-287
56
– –
-4,000
1 2
3