SCM

Stordahl Capital Management Portfolio holdings

AUM $486M
1-Year Est. Return 13.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$692K
3
+$627K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$622K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$403K

Top Sells

1
+$2.51M
2
+$1.61M
3
+$772K
4
PG icon
Procter & Gamble
PG
+$696K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$582K

Sector Composition

1 Technology 0.62%
2 Consumer Discretionary 0.25%
3 Consumer Staples 0.23%
4 Healthcare 0.06%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$210K 0.06%
+390
52
– –
-1,043
53
– –
-4,000
54
– –
-2,080
55
– –
-6,788
56
– –
-9,478
57
– –
-2,914
58
– –
-2,209
1 2
3