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
$368M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.23M
3
+$1.02M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$982K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$860K

Top Sells

1
+$2.09M
2
+$1.62M
3
+$762K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$556K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$393K

Sector Composition

1 Technology 0.64%
2 Consumer Discretionary 0.25%
3 Consumer Staples 0.22%
4 Industrials 0.06%
5 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.06%
+3,810
52
$204K 0.06%
350
-40
53
– –
-7,162
54
– –
-1,506
1 2
3