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
$400M
AUM Growth
+$377K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$972K
3
+$596K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$513K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$501K

Top Sells

1
+$1.65M
2
+$1.05M
3
+$648K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$620K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$336K

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.23%
4 Healthcare 0.08%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.05%
520
-20
1 2
3