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
$347M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$827K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$504K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$381K

Top Sells

1
+$255K
2
+$206K
3
+$203K
4
DHI icon
D.R. Horton
DHI
+$200K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$189K

Sector Composition

1 Technology 0.64%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.25%
4 Communication Services 0.07%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.06%
1,043
52
$208K 0.06%
+9,478
53
$206K 0.06%
+4,000
54
$205K 0.06%
2,914
+8
55
– –
-22,077
56
– –
-1,869
57
– –
-20,708
58
– –
-2,052
1 2
3