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
$450M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$675K
3
+$465K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$379K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$360K

Top Sells

1
+$1.54M
2
+$1.32M
3
+$1.04M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.03M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$864K

Sector Composition

1 Technology 0.77%
2 Consumer Staples 0.25%
3 Consumer Discretionary 0.25%
4 Financials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$324K 0.07%
4,047
52
$290K 0.06%
372
53
$288K 0.06%
2,905
-35
54
$257K 0.06%
587
+27
55
$243K 0.05%
392
56
$228K 0.05%
+3,304
57
$222K 0.05%
+1,251
58
$221K 0.05%
9,920
-421
59
$221K 0.05%
3,956
+283
60
$213K 0.05%
1,337
-27
61
$206K 0.05%
+3,220
62
$205K 0.05%
+2,999
63
$201K 0.04%
+2,206
64
$98K 0.02%
32,656
1 2
3