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
$420M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$545K
3
+$433K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$417K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$351K

Top Sells

1
+$1.2M
2
+$811K
3
+$731K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$388K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$116K

Sector Composition

1 Technology 0.59%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.24%
4 Healthcare 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.05%
+3,220
52
– –
-10,404
1 2
3