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
$399M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.48M
3
+$1.37M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.24M
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$1.04M

Top Sells

1
+$580K
2
+$393K
3
+$275K
4
BA icon
Boeing
BA
+$232K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$205K

Sector Composition

1 Technology 0.56%
2 Consumer Discretionary 0.25%
3 Consumer Staples 0.22%
4 Healthcare 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-891
52
– –
-3,810
53
– –
-2,541
54
– –
-1,296
1 2
3