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
$423M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.33M
3
+$1.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K
5
MSFT icon
Microsoft
MSFT
+$593K

Top Sells

1
+$2.68M
2
+$1.39M
3
+$505K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$437K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$361K

Sector Composition

1 Technology 0.86%
2 Consumer Discretionary 0.26%
3 Consumer Staples 0.26%
4 Financials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.06%
+643
52
$257K 0.06%
+2,935
53
$253K 0.06%
+4,763
54
$248K 0.06%
+5,916
55
$238K 0.06%
1,250
56
$231K 0.05%
392
57
$226K 0.05%
10,380
58
$224K 0.05%
1,337
59
$222K 0.05%
+4,421
60
$221K 0.05%
+3,304
61
$207K 0.05%
+1,200
62
– –
-3,220
1 2
3